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 Q2	$3.08M	Sell	23,216 -520	-2%	-$69.5K	0.62%	56
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Monument Capital Management's HIG Position: Q2 2026 in Review

Monument Capital Management reduced its Hartford Financial Services (HIG) stake by 2.2% in Q2 2026, selling an estimated $69.5K and leaving 23,216 shares worth $3.08M. The position accounts for 0.62% of the portfolio, ranked #56.

Monument Capital Management first reported a position in HIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.31M in Q4 2025. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Monument Capital Management held 23,216 shares of Hartford Financial Services worth $3.08M as of Q2 2026.
Monument Capital Management sold 520 Hartford Financial Services shares in Q2 2026, an estimated $69.5K.
Hartford Financial Services made up 0.62% of Monument Capital Management's portfolio in Q2 2026, its #56 holding.
Monument Capital Management first reported a position in Hartford Financial Services in Q3 2024 and has held it in 8 quarters since.
Monument Capital Management's Hartford Financial Services position peaked at $3.31M in Q4 2025.
1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.