Monument Capital Management’s Hartford Financial Services HIG Stock Holding History

Monument Capital Management’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 Q1	$3.21M	Sell	23,736 -311	-1%	-$42.5K	0.8%	49
2025 Q4	$3.31M	Sell	24,047 -267	-1%	-$35.2K	0.82%	45
2025 Q3	$3.24M	Buy	24,314 +85	+0.4%	+$10.9K	0.81%	52
2025 Q2	$3.07M	Buy	24,229 +1,028	+4%	+$128K	0.8%	54
2025 Q1	$2.87M	Buy	23,201 +972	+4%	+$111K	0.88%	49
2024 Q4	$2.43M	Buy	22,229 +951	+4%	+$110K	0.67%	56
2024 Q3	$2.5M	Buy	+21,278	New	+$2.33M	0.69%	54

Other funds holding HIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Monument Capital Management's HIG Position: Q1 2026 in Review

Monument Capital Management reduced its Hartford Financial Services (HIG) stake by 1.3% in Q1 2026, selling an estimated $42.5K and leaving 23,736 shares worth $3.21M. The position accounts for 0.8% of the portfolio, ranked #49.

Monument Capital Management first reported a position in HIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Monument Capital Management held 23,736 shares of Hartford Financial Services worth $3.21M as of Q1 2026.
Monument Capital Management sold 311 Hartford Financial Services shares in Q1 2026, an estimated $42.5K.
Hartford Financial Services made up 0.8% of Monument Capital Management's portfolio in Q1 2026, its #49 holding.
Monument Capital Management first reported a position in Hartford Financial Services in Q3 2024 and has held it in 7 quarters since.
Monument Capital Management's Hartford Financial Services position peaked at $3.31M in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.