OF
HIG icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Optimize Financial's HIG Position: Q1 2026 in Review

Optimize Financial reduced its Hartford Financial Services (HIG) stake by 1.6% in Q1 2026, selling an estimated $7.64K and leaving 3,420 shares worth $462K. The position accounts for 0.23% of the portfolio, ranked #130.

Optimize Financial first reported a position in HIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $479K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Optimize Financial held 3,420 shares of Hartford Financial Services worth $462K as of Q1 2026.
  • Optimize Financial sold 56 Hartford Financial Services shares in Q1 2026, an estimated $7.64K.
  • Hartford Financial Services made up 0.23% of Optimize Financial's portfolio in Q1 2026, its #130 holding.
  • Optimize Financial first reported a position in Hartford Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Hartford Financial Services position peaked at $479K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.