Optima Capital’s Hartford Financial Services HIG Stock Holding History

Optima Capital’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	–	Sell	-25	Closed	-$3.46K	–	651
2025 Q4	$3.46K	Buy	+25	New	+$3.3K	﹤0.01%	670

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Optima Capital's HIG Position: Q1 2026 in Review

Optima Capital sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 25 shares — an estimated $3.46K sold.

Optima Capital first reported a position in HIG in Q4 2025 and held it in 1 quarter. The position peaked at $3.46K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Optima Capital reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 25 Hartford Financial Services shares in Q1 2026, an estimated $3.46K.
Optima Capital first reported a position in Hartford Financial Services in Q4 2025 and held it in 1 quarter.
Optima Capital's Hartford Financial Services position peaked at $3.46K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.