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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Patrick M. Sweeney & Associates's HIG Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its Hartford Financial Services (HIG) position steady in Q1 2026 at 2,455 shares worth $332K. The position accounts for 0.21% of the portfolio, ranked #118.

Patrick M. Sweeney & Associates first reported a position in HIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $338K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Patrick M. Sweeney & Associates held 2,455 shares of Hartford Financial Services worth $332K as of Q1 2026.
  • Patrick M. Sweeney & Associates left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up 0.21% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #118 holding.
  • Patrick M. Sweeney & Associates first reported a position in Hartford Financial Services in Q4 2023 and has held it in 10 quarters since.
  • Patrick M. Sweeney & Associates's Hartford Financial Services position peaked at $338K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.