Oak Associates’s Hartford Financial Services HIG Stock Holding History

Oak Associates’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	$371K	Sell	2,740 -1,974	-42%	-$269K	0.02%	125
2025 Q4	$650K	Hold	4,714	–	–	0.04%	107
2025 Q3	$629K	Sell	4,714 -1,324	-22%	-$170K	0.04%	110
2025 Q2	$766K	Sell	6,038 -225	-4%	-$28K	0.05%	106
2025 Q1	$775K	Sell	6,263 -10	-0.2%	-$1.15K	0.06%	106
2024 Q4	$686K	Hold	6,273	–	–	0.05%	112
2024 Q3	$738K	Hold	6,273	–	–	0.05%	106
2024 Q2	$631K	Hold	6,273	–	–	0.04%	114
2024 Q1	$646K	Sell	6,273 -1,032	-14%	-$94.6K	0.04%	116
2023 Q4	$587K	Sell	7,305 -1,815	-20%	-$137K	0.04%	115
2023 Q3	$647K	Hold	9,120	–	–	0.05%	110
2023 Q2	$657K	Hold	9,120	–	–	0.05%	113
2023 Q1	$636K	Hold	9,120	–	–	0.05%	120
2022 Q4	$692K	Hold	9,120	–	–	0.06%	122
2022 Q3	$565K	Hold	9,120	–	–	0.05%	108
2022 Q2	$597K	Buy	9,120 +28	+0.3%	+$1.96K	0.05%	109
2022 Q1	$653K	Sell	9,092 -500	-5%	-$35.3K	0.04%	110
2021 Q4	$662K	Hold	9,592	–	–	0.04%	115
2021 Q3	$674K	Hold	9,592	–	–	0.04%	108
2021 Q2	$594K	Sell	9,592 -8	-0.1%	-$524	0.03%	112
2021 Q1	$641K	Buy	9,600 +35	+0.4%	+$1.89K	0.04%	110
2020 Q4	$468K	Hold	9,565	–	–	0.03%	117
2020 Q3	$353K	Hold	9,565	–	–	0.02%	112
2020 Q2	$369K	Hold	9,565	–	–	0.02%	111
2020 Q1	$337K	Hold	9,565	–	–	0.03%	108
2019 Q4	$581K	Hold	9,565	–	–	0.03%	118
2019 Q3	$580K	Hold	9,565	–	–	0.04%	116
2019 Q2	$533K	Hold	9,565	–	–	0.03%	123
2019 Q1	$476K	Hold	9,565	–	–	0.03%	131
2018 Q4	$425K	Hold	9,565	–	–	0.03%	129
2018 Q3	$478K	Buy	9,565 +2,615	+38%	+$134K	0.03%	142
2018 Q2	$355K	Hold	6,950	–	–	0.02%	148
2018 Q1	$358K	Hold	6,950	–	–	0.03%	151
2017 Q4	$391K	Hold	6,950	–	–	0.03%	142
2017 Q3	$385K	Hold	6,950	–	–	0.03%	145
2017 Q2	$365K	Hold	6,950	–	–	0.03%	150
2017 Q1	$334K	Hold	6,950	–	–	0.03%	151
2016 Q4	$331K	Hold	6,950	–	–	0.03%	155
2016 Q3	$307K	Buy	6,950 +550	+9%	+$23K	0.03%	154
2016 Q2	$284K	Hold	6,400	–	–	0.03%	152
2016 Q1	$295K	Hold	6,400	–	–	0.04%	146
2015 Q4	$278K	Hold	6,400	–	–	0.03%	150
2015 Q3	$293K	Hold	6,400	–	–	0.04%	137
2015 Q2	$266K	Hold	6,400	–	–	0.03%	153
2015 Q1	$268K	Hold	6,400	–	–	0.03%	160
2014 Q4	$267K	Hold	6,400	–	–	0.03%	168
2014 Q3	$238K	Hold	6,400	–	–	0.03%	168
2014 Q2	$229K	Hold	6,400	–	–	0.03%	168
2014 Q1	$226K	Hold	6,400	–	–	0.03%	171
2013 Q4	$232K	Buy	+6,400	New	+$220K	0.03%	170

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

Oak Associates's HIG Position: Q1 2026 in Review

Oak Associates reduced its Hartford Financial Services (HIG) stake by 42% in Q1 2026, selling an estimated $269K and leaving 2,740 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #125.

Oak Associates first reported a position in HIG in Q4 2013 and has held it in 50 quarters since. The position peaked at $775K in Q1 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Oak Associates held 2,740 shares of Hartford Financial Services worth $371K as of Q1 2026.
Oak Associates sold 1,974 Hartford Financial Services shares in Q1 2026, an estimated $269K.
Hartford Financial Services made up 0.02% of Oak Associates's portfolio in Q1 2026, its #125 holding.
Oak Associates first reported a position in Hartford Financial Services in Q4 2013 and has held it in 50 quarters since.
Oak Associates's Hartford Financial Services position peaked at $775K in Q1 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.