MTM Investment Management’s Hartford Financial Services HIG Stock Holding History

MTM Investment 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	$524K	Hold	3,955	–	–	0.15%	129
2026 Q1	$535K	Hold	3,955	–	–	0.17%	122
2025 Q4	$545K	Hold	3,955	–	–	0.17%	116
2025 Q3	$528K	Hold	3,955	–	–	0.17%	125
2025 Q2	$502K	Hold	3,955	–	–	0.17%	125
2025 Q1	$492K	Hold	3,955	–	–	0.19%	122
2024 Q4	$433K	Hold	3,955	–	–	0.17%	125
2024 Q3	$467K	Hold	3,955	–	–	0.18%	123
2024 Q2	$398K	Hold	3,955	–	–	0.16%	125
2024 Q1	$408K	Hold	3,955	–	–	0.17%	125
2023 Q4	$318K	Hold	3,955	–	–	0.15%	136
2023 Q3	$280K	Sell	3,955 -2,759	-41%	-$200K	0.14%	135
2023 Q2	$484K	Buy	6,714 +110	+2%	+$7.72K	0.24%	99
2023 Q1	$460K	Buy	6,604 +246	+4%	+$18.3K	0.24%	100
2022 Q4	$482K	Buy	6,358 +637	+11%	+$45.9K	0.25%	100
2022 Q3	$354K	Buy	5,721 +572	+11%	+$37.2K	0.2%	113
2022 Q2	$341K	Buy	5,149 +300	+6%	+$21K	0.18%	118
2022 Q1	$348K	Buy	4,849 +380	+9%	+$26.8K	0.17%	124
2021 Q4	$309K	Buy	+4,469	New	+$315K	0.15%	132

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

MTM Investment Management's HIG Position: Q2 2026 in Review

MTM Investment Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 3,955 shares worth $524K. The position accounts for 0.15% of the portfolio, ranked #129.

MTM Investment Management first reported a position in HIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $545K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

MTM Investment Management held 3,955 shares of Hartford Financial Services worth $524K as of Q2 2026.
MTM Investment Management left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.15% of MTM Investment Management's portfolio in Q2 2026, its #129 holding.
MTM Investment Management first reported a position in Hartford Financial Services in Q4 2021 and has held it in 19 quarters since.
MTM Investment Management's Hartford Financial Services position peaked at $545K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.