O'Shaughnessy Asset Management’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 | $41.8M | Buy |
309,383
+14,743
| +5% | +$2.01M | 0.21% | 99 |
|
|
2025
Q4 | $40.6M | Buy |
294,640
+72
| +0% | +$9.5K | 0.22% | 92 |
|
|
2025
Q3 | $39.3M | Buy |
294,568
+8,131
| +3% | +$1.04M | 0.23% | 82 |
|
|
2025
Q2 | $36.3M | Sell |
286,437
-79,008
| -22% | -$9.82M | 0.25% | 79 |
|
|
2025
Q1 | $45.2M | Sell |
365,445
-165,300
| -31% | -$19M | 0.36% | 55 |
|
|
2024
Q4 | $58.1M | Sell |
530,745
-39,333
| -7% | -$4.56M | 0.49% | 38 |
|
|
2024
Q3 | $67.5M | Sell |
570,078
-105,811
| -16% | -$11.6M | 0.6% | 30 |
|
|
2024
Q2 | $68M | Sell |
675,889
-58,560
| -8% | -$5.88M | 0.7% | 22 |
|
|
2024
Q1 | $75.7M | Buy |
734,449
+105,994
| +17% | +$9.72M | 0.84% | 15 |
|
|
2023
Q4 | $50.5M | Sell |
628,455
-30,920
| -5% | -$2.33M | 0.67% | 23 |
|
|
2023
Q3 | $46.8M | Buy |
659,375
+101,341
| +18% | +$7.35M | 0.69% | 26 |
|
|
2023
Q2 | $40.2M | Buy |
558,034
+271,203
| +95% | +$19M | 0.6% | 38 |
|
|
2023
Q1 | $20M | Buy |
286,831
+118,821
| +71% | +$8.82M | 0.31% | 87 |
|
|
2022
Q4 | $12.7M | Buy |
168,010
+35,136
| +26% | +$2.53M | 0.21% | 133 |
|
|
2022
Q3 | $8.23M | Buy |
132,874
+63,178
| +91% | +$4.11M | 0.15% | 158 |
|
|
2022
Q2 | $4.56M | Buy |
69,696
+2,709
| +4% | +$190K | 0.08% | 242 |
|
|
2022
Q1 | $4.81M | Buy |
66,987
+4,662
| +7% | +$329K | 0.08% | 258 |
|
|
2021
Q4 | $4.3M | Buy |
62,325
+13,131
| +27% | +$926K | 0.08% | 247 |
|
|
2021
Q3 | $3.46M | Buy |
49,194
+1,743
| +4% | +$115K | 0.07% | 232 |
|
|
2021
Q2 | $2.94M | Buy |
47,451
+9,848
| +26% | +$645K | 0.06% | 254 |
|
|
2021
Q1 | $2.51M | Sell |
37,603
-25,317
| -40% | -$1.37M | 0.06% | 236 |
|
|
2020
Q4 | $3.08M | Buy |
62,920
+1,217
| +2% | +$52.5K | 0.08% | 158 |
|
|
2020
Q3 | $2.27M | Buy |
61,703
+260
| +0.4% | +$10.4K | 0.07% | 166 |
|
|
2020
Q2 | $2.37M | Buy |
61,443
+18,437
| +43% | +$703K | 0.07% | 154 |
|
|
2020
Q1 | $1.52M | Sell |
43,006
-96,152
| -69% | -$5.01M | 0.05% | 164 |
|
|
2019
Q4 | $8.46M | Buy |
139,158
+4,288
| +3% | +$257K | 0.19% | 99 |
|
|
2019
Q3 | $8.17M | Buy |
134,870
+436
| +0.3% | +$25.5K | 0.19% | 92 |
|
|
2019
Q2 | $7.49M | Buy |
134,434
+66,886
| +99% | +$3.53M | 0.18% | 95 |
|
|
2019
Q1 | $3.36M | Sell |
67,548
-752,704
| -92% | -$35.7M | 0.08% | 144 |
|
|
2018
Q4 | $36.5M | Sell |
820,252
-824,629
| -50% | -$37.1M | 0.92% | 35 |
|
|
2018
Q3 | $81.9M | Sell |
1,644,881
-114,815
| -7% | -$5.9M | 1.68% | 18 |
|
|
2018
Q2 | $89.7M | Buy |
1,759,696
+43,900
| +3% | +$2.3M | 1.9% | 16 |
|
|
2018
Q1 | $88.4M | Buy |
1,715,796
+303,704
| +22% | +$16.6M | 1.93% | 12 |
|
|
2017
Q4 | $79.5M | Buy |
1,412,092
+320,953
| +29% | +$17.9M | 1.85% | 10 |
|
|
2017
Q3 | $60.5M | Buy |
1,091,139
+250,794
| +30% | +$13.6M | 1.41% | 17 |
|
|
2017
Q2 | $44.2M | Buy |
840,345
+248,611
| +42% | +$12.3M | 1.04% | 28 |
|
|
2017
Q1 | $28.4M | Buy |
591,734
+199,173
| +51% | +$9.64M | 0.67% | 45 |
|
|
2016
Q4 | $18.7M | Sell |
392,561
-326,616
| -45% | -$15M | 0.44% | 59 |
|
|
2016
Q3 | $30.8M | Sell |
719,177
-432,533
| -38% | -$18.1M | 0.72% | 42 |
|
|
2016
Q2 | $46.8M | Buy |
1,151,710
+16,069
| +1% | +$717K | 1.21% | 21 |
|
|
2016
Q1 | $52.6M | Buy |
1,135,641
+83,218
| +8% | +$3.5M | 1.32% | 16 |
|
|
2015
Q4 | $45.7M | Buy |
1,052,423
+329,202
| +46% | +$15.1M | 1.13% | 25 |
|
|
2015
Q3 | $33.1M | Buy |
723,221
+439,415
| +155% | +$20.3M | 0.69% | 38 |
|
|
2015
Q2 | $11.8M | Buy |
283,806
+282,836
| +29,158% | +$11.8M | 0.24% | 91 |
|
|
2015
Q1 | $41K | Buy |
+970
| New | +$39.8K | ﹤0.01% | 619 |
|
Other funds holding HIG
VCM
VPM
O'Shaughnessy Asset Management's HIG Position: Q1 2026 in Review
O'Shaughnessy Asset Management increased its Hartford Financial Services (HIG) stake by 5% in Q1 2026, buying an estimated $2.01M and bringing the position to 309,383 shares worth $41.8M. The position accounts for 0.21% of the portfolio, ranked #99.
O'Shaughnessy Asset Management first reported a position in HIG in Q1 2015 and has held it in 45 quarters since. The position peaked at $89.7M in Q2 2018. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.
- O'Shaughnessy Asset Management held 309,383 shares of Hartford Financial Services worth $41.8M as of Q1 2026.
- O'Shaughnessy Asset Management bought 14,743 Hartford Financial Services shares in Q1 2026, an estimated $2.01M.
- Hartford Financial Services made up 0.21% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #99 holding.
- O'Shaughnessy Asset Management first reported a position in Hartford Financial Services in Q1 2015 and has held it in 45 quarters since.
- O'Shaughnessy Asset Management's Hartford Financial Services position peaked at $89.7M in Q2 2018.
- 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.