Palisades Hudson Asset Management’s Hartford Financial Services HIG Stock Holding History

Palisades Hudson Asset Management’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	$476K	Hold	3,523	–	–	0.19%	62
2025 Q4	$485K	Hold	3,523	–	–	0.19%	60
2025 Q3	$470K	Hold	3,523	–	–	0.17%	61
2025 Q2	$447K	Hold	3,523	–	–	0.17%	58
2025 Q1	$436K	Hold	3,523	–	–	0.2%	55
2024 Q4	$385K	Hold	3,523	–	–	0.16%	65
2024 Q3	$414K	Hold	3,523	–	–	0.17%	63
2024 Q2	$354K	Hold	3,523	–	–	0.16%	67
2024 Q1	$363K	Hold	3,523	–	–	0.17%	69
2023 Q4	$283K	Hold	3,523	–	–	0.14%	76
2023 Q3	$250K	Hold	3,523	–	–	0.14%	79
2023 Q2	$254K	Hold	3,523	–	–	0.13%	82
2023 Q1	$246K	Sell	3,523 -42	-1%	-$3.12K	0.13%	86
2022 Q4	$270K	Buy	3,565 +42	+1%	+$3.02K	0.15%	82
2022 Q3	$218K	Hold	3,523	–	–	0.13%	90
2022 Q2	$231K	Sell	3,523 -125	-3%	-$8.76K	0.13%	89
2022 Q1	$262K	Buy	3,648 +125	+4%	+$8.82K	0.12%	97
2021 Q4	$243K	Hold	3,523	–	–	0.1%	107
2021 Q3	$247K	Hold	3,523	–	–	0.11%	96
2021 Q2	$218K	Hold	3,523	–	–	0.1%	107
2021 Q1	$235K	Buy	+3,523	New	+$190K	0.11%	98
2020 Q1	–	Sell	-3,523	Closed	-$214K	–	94
2019 Q4	$214K	Hold	3,523	–	–	0.14%	102
2019 Q3	$214K	Buy	+3,523	New	+$206K	0.15%	91
2018 Q1	–	Sell	-3,573	Closed	-$201K	–	112
2017 Q4	$201K	Buy	+3,573	New	+$199K	0.11%	106

Other funds holding HIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Palisades Hudson Asset Management's HIG Position: Q1 2026 in Review

Palisades Hudson Asset Management held its Hartford Financial Services (HIG) position steady in Q1 2026 at 3,523 shares worth $476K. The position accounts for 0.19% of the portfolio, ranked #62.

Palisades Hudson Asset Management first reported a position in HIG in Q4 2017 and has held it in 24 quarters since. The position peaked at $485K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Palisades Hudson Asset Management held 3,523 shares of Hartford Financial Services worth $476K as of Q1 2026.
Palisades Hudson Asset Management left its Hartford Financial Services share count unchanged in Q1 2026.
Hartford Financial Services made up 0.19% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #62 holding.
Palisades Hudson Asset Management first reported a position in Hartford Financial Services in Q4 2017 and has held it in 24 quarters since.
Palisades Hudson Asset Management's Hartford Financial Services position peaked at $485K in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.