MFG
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Monte Financial Group’s Hartford Financial Services HIG Stock Holding History

Monte Financial Group’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.55M Buy
46,146
+1,251
+3% +$167K 2.1% 21
2026
Q1 		$6.07M Buy
44,895
+524
+1% +$71.5K 2.16% 18
2025
Q4 		$6.11M Sell
44,371
-1,130
-2% -$149K 2.28% 12
2025
Q3 		$6.07M Buy
45,501
+59
+0.1% +$7.57K 2.23% 15
2025
Q2 		$5.77M Sell
45,442
-515
-1% -$64K 2.24% 16
2025
Q1 		$5.41M Sell
45,957
-965
-2% -$111K 2.37% 18
2024
Q4 		$5.13M Buy
46,922
+1,614
+4% +$187K 2.2% 23
2024
Q3 		$5.33M Sell
45,308
-6,038
-12% -$662K 2.21% 25
2024
Q2 		$5.16M Sell
51,346
-6,795
-12% -$682K 2.28% 20
2024
Q1 		$5.99M Sell
58,141
-7,882
-12% -$723K 2.62% 11
2023
Q4 		$5.31M Buy
66,023
+94
+0.1% +$7.08K 2.48% 14
2023
Q3 		$4.68M Sell
65,929
-1,832
-3% -$133K 2.37% 19
2023
Q2 		$4.88M Buy
67,761
+255
+0.4% +$17.9K 2.38% 21
2023
Q1 		$4.7M Buy
67,506
+1,405
+2% +$104K 2.49% 20
2022
Q4 		$5.01M Buy
66,101
+516
+0.8% +$37.1K 2.58% 12
2022
Q3 		$4.06M Buy
65,585
+2,047
+3% +$133K 2.49% 19
2022
Q2 		$4.16M Buy
63,538
+1,420
+2% +$99.6K 2.43% 22
2022
Q1 		$4.46M Sell
62,118
-3,151
-5% -$222K 2.37% 22
2021
Q4 		$4.51M Sell
65,269
-11,144
-15% -$786K 2.37% 23
2021
Q3 		$5.37M Sell
76,413
-591
-0.8% -$39.1K 3.08% 8
2021
Q2 		$4.77M Buy
77,004
+1,962
+3% +$129K 2.72% 13
2021
Q1 		$5.01M Buy
75,042
+2,183
+3% +$118K 3.07% 8
2020
Q4 		$3.57M Buy
+72,859
New +$3.14M 2.43% 21

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Monte Financial Group's HIG Position: Q2 2026 in Review

Monte Financial Group increased its Hartford Financial Services (HIG) stake by 2.8% in Q2 2026, buying an estimated $167K and bringing the position to 46,146 shares worth $6.55M. The position accounts for 2.1% of the portfolio, ranked #21.

Monte Financial Group first reported a position in HIG in Q4 2020 and has held it in 23 quarters since. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Monte Financial Group held 46,146 shares of Hartford Financial Services worth $6.55M as of Q2 2026.
  • Monte Financial Group bought 1,251 Hartford Financial Services shares in Q2 2026, an estimated $167K.
  • Hartford Financial Services made up 2.1% of Monte Financial Group's portfolio in Q2 2026, its #21 holding.
  • Monte Financial Group first reported a position in Hartford Financial Services in Q4 2020 and has held it in 23 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.