&Partners’s Hartford Financial Services HIG Stock Holding History

&Partners’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	$3.05M	Sell	22,563 -416	-2%	-$56.8K	0.02%	717
2025 Q4	$3.17M	Buy	22,979 +2,558	+13%	+$338K	0.02%	659
2025 Q3	$2.73M	Buy	20,421 +1,313	+7%	+$168K	0.02%	625
2025 Q2	$2.43M	Buy	19,108 +8,845	+86%	+$1.1M	0.02%	594
2025 Q1	$1.25M	Buy	10,263 +579	+6%	+$66.4K	0.01%	734
2024 Q4	$1.06M	Buy	9,684 +2,625	+37%	+$304K	0.01%	740
2024 Q3	$831K	Buy	7,059 +1,976	+39%	+$217K	0.02%	643
2024 Q2	$511K	Buy	5,083 +2,766	+119%	+$278K	0.02%	532
2024 Q1	$239K	Buy	+2,317	New	+$212K	0.03%	419

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

&Partners's HIG Position: Q1 2026 in Review

&Partners reduced its Hartford Financial Services (HIG) stake by 1.8% in Q1 2026, selling an estimated $56.8K and leaving 22,563 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #717.

&Partners first reported a position in HIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.17M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

&Partners held 22,563 shares of Hartford Financial Services worth $3.05M as of Q1 2026.
&Partners sold 416 Hartford Financial Services shares in Q1 2026, an estimated $56.8K.
Hartford Financial Services made up 0.02% of &Partners's portfolio in Q1 2026, its #717 holding.
&Partners first reported a position in Hartford Financial Services in Q1 2024 and has held it in 9 quarters since.
&Partners's Hartford Financial Services position peaked at $3.17M in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.