Optimize Financial’s Hartford Financial Services HIG Stock Holding History

Optimize Financial’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	$452K	Sell	3,409 -11	-0.3%	-$1.47K	0.16%	181
2026 Q1	$462K	Sell	3,420 -56	-2%	-$7.64K	0.23%	130
2025 Q4	$479K	Buy	3,476 +48	+1%	+$6.33K	0.24%	150
2025 Q3	$457K	Buy	3,428 +280	+9%	+$35.9K	0.24%	145
2025 Q2	$399K	Sell	3,148 -22	-0.7%	-$2.73K	0.24%	116
2025 Q1	$392K	Buy	3,170 +363	+13%	+$41.6K	0.15%	108
2024 Q4	$307K	Buy	+2,807	New	+$325K	0.23%	137

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

Optimize Financial's HIG Position: Q2 2026 in Review

Optimize Financial reduced its Hartford Financial Services (HIG) stake by 0.32% in Q2 2026, selling an estimated $1.47K and leaving 3,409 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #181.

Optimize Financial first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q4 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Optimize Financial held 3,409 shares of Hartford Financial Services worth $452K as of Q2 2026.
Optimize Financial sold 11 Hartford Financial Services shares in Q2 2026, an estimated $1.47K.
Hartford Financial Services made up 0.16% of Optimize Financial's portfolio in Q2 2026, its #181 holding.
Optimize Financial first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
Optimize Financial's Hartford Financial Services position peaked at $479K in Q4 2025.
1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.