Optimize Financial’s Hartford Financial Services HIG Stock Holding History

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

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.