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Mount Lucas Management’s Hartford Financial Services HIG Stock Holding History

Mount Lucas 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 		$879K Sell
6,499
-192
-3% -$26.2K 0.32% 87
2025
Q4 		$922K Buy
6,691
+74
+1% +$9.76K 0.37% 86
2025
Q3 		$883K Sell
6,617
-169
-2% -$21.7K 0.36% 85
2025
Q2 		$861K Sell
6,786
-27,342
-80% -$3.4M 0.37% 76
2025
Q1 		$4.22M Sell
34,128
-1,701
-5% -$195K 1.36% 11
2024
Q4 		$3.92M Sell
35,829
-2,602
-7% -$302K 1.36% 10
2024
Q3 		$4.52M Sell
38,431
-40,050
-51% -$4.39M 1.54% 7
2024
Q2 		$7.89M Buy
78,481
+24,691
+46% +$2.48M 2.26% 4
2024
Q1 		$5.54M Sell
53,790
-4,685
-8% -$429K 1.51% 10
2023
Q4 		$4.7M Buy
58,475
+29,077
+99% +$2.19M 1.35% 16
2023
Q3 		$2.08M Sell
29,398
-1,060
-3% -$76.9K 0.74% 61
2023
Q2 		$2.19M Sell
30,458
-6,243
-17% -$438K 0.73% 66
2023
Q1 		$2.56M Buy
36,701
+1,518
+4% +$113K 0.68% 52
2022
Q4 		$2.67M Sell
35,183
-49,918
-59% -$3.59M 0.87% 45
2022
Q3 		$5.27M Sell
85,101
-1,172
-1% -$76.3K 1.82% 8
2022
Q2 		$5.64M Buy
86,273
+35,165
+69% +$2.47M 1.89% 10
2022
Q1 		$3.67M Sell
51,108
-6,162
-11% -$435K 1.07% 25
2021
Q4 		$3.95M Buy
+57,270
New +$4.04M 1.13% 30
2017
Q1 		– Sell
-216,360
Closed -$10.3M – 151
2016
Q4 		$10.3M Sell
216,360
-40,605
-16% -$1.86M 1.96% 20
2016
Q3 		$11M Sell
256,965
-298,519
-54% -$12.5M 1.96% 19
2016
Q2 		$24.7M Sell
555,484
-6,917
-1% -$309K 4.19% 2
2016
Q1 		$25.9M Buy
562,401
+199,958
+55% +$8.4M 4.51% 3
2015
Q4 		$15.8M Buy
362,443
+6,860
+2% +$315K 2.33% 15
2015
Q3 		$16.3M Buy
+355,583
New +$16.4M 2.05% 8

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Mount Lucas Management's HIG Position: Q1 2026 in Review

Mount Lucas Management reduced its Hartford Financial Services (HIG) stake by 2.9% in Q1 2026, selling an estimated $26.2K and leaving 6,499 shares worth $879K. The position accounts for 0.32% of the portfolio, ranked #87.

Mount Lucas Management first reported a position in HIG in Q3 2015 and has held it in 24 quarters since. The position peaked at $25.9M in Q1 2016. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Mount Lucas Management held 6,499 shares of Hartford Financial Services worth $879K as of Q1 2026.
  • Mount Lucas Management sold 192 Hartford Financial Services shares in Q1 2026, an estimated $26.2K.
  • Hartford Financial Services made up 0.32% of Mount Lucas Management's portfolio in Q1 2026, its #87 holding.
  • Mount Lucas Management first reported a position in Hartford Financial Services in Q3 2015 and has held it in 24 quarters since.
  • Mount Lucas Management's Hartford Financial Services position peaked at $25.9M in Q1 2016.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.