Patrick M. Sweeney & Associates
HIG icon

Patrick M. Sweeney & Associates’s Hartford Financial Services HIG Stock Holding History

Patrick M. Sweeney & Associates’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
Q3 		$295K Hold
2,415
– – 0.17% 135
2026
Q2 		$320K Sell
2,415
-40
-2% -$5.35K 0.18% 129
2026
Q1 		$332K Hold
2,455
– – 0.21% 118
2025
Q4 		$338K Sell
2,455
-30
-1% -$3.96K 0.21% 111
2025
Q3 		$331K Hold
2,485
– – 0.21% 113
2025
Q2 		$311K Sell
2,485
-40
-2% -$4.97K 0.21% 116
2025
Q1 		$312K Hold
2,525
– – 0.23% 105
2024
Q4 		$276K Hold
2,525
– – 0.21% 119
2024
Q3 		$297K Hold
2,525
– – 0.22% 115
2024
Q2 		$254K Hold
2,525
– – 0.21% 118
2024
Q1 		$260K Sell
2,525
-50
-2% -$4.58K 0.21% 112
2023
Q4 		$207K Buy
+2,575
New +$194K 0.19% 123

Other funds holding HIG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Patrick M. Sweeney & Associates's HIG Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its Hartford Financial Services (HIG) position steady in Q3 2026 at 2,415 shares worth $295K. The position accounts for 0.17% of the portfolio, ranked #135.

Patrick M. Sweeney & Associates first reported a position in HIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $338K in Q4 2025. 679 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Patrick M. Sweeney & Associates held 2,415 shares of Hartford Financial Services worth $295K as of Q3 2026.
  • Patrick M. Sweeney & Associates left its Hartford Financial Services share count unchanged in Q3 2026.
  • Hartford Financial Services made up 0.17% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #135 holding.
  • Patrick M. Sweeney & Associates first reported a position in Hartford Financial Services in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Hartford Financial Services position peaked at $338K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.