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
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: 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.