Mount Lucas Management
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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
Q3 		$1.53M Buy
12,522
+5,847
+88% +$803K 0.46% 47
2026
Q2 		$885K Buy
6,675
+176
+3% +$23.5K 0.32% 115
2026
Q1 		$879K Sell
6,499
-192
-3% -$26.2K 0.32% 87
2025
Q4 		$922K Buy
6,691
+74
+1% +$9.8K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Mount Lucas Management's HIG Position: Q3 2026 in Review

Mount Lucas Management increased its Hartford Financial Services (HIG) stake by 88% in Q3 2026, buying an estimated $803K and bringing the position to 12,522 shares worth $1.53M. The position accounts for 0.46% of the portfolio, ranked #47.

Mount Lucas Management first reported a position in HIG in Q3 2015 and has held it in 26 quarters since. The position peaked at $25.9M in Q1 2016. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Mount Lucas Management held 12,522 shares of Hartford Financial Services worth $1.53M as of Q3 2026.
  • Mount Lucas Management bought 5,847 Hartford Financial Services shares in Q3 2026, an estimated $803K.
  • Hartford Financial Services made up 0.46% of Mount Lucas Management's portfolio in Q3 2026, its #47 holding.
  • Mount Lucas Management first reported a position in Hartford Financial Services in Q3 2015 and has held it in 26 quarters since.
  • Mount Lucas Management's Hartford Financial Services position peaked at $25.9M in Q1 2016.
  • 660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.