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PDS Planning’s Hartford Financial Services HIG Stock Holding History

PDS Planning’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 		$418K Buy
3,091
+1
+0% +$136 0.03% 306
2025
Q4 		$426K Buy
3,090
+11
+0.4% +$1.45K 0.03% 292
2025
Q3 		$411K Sell
3,079
-239
-7% -$30.7K 0.03% 291
2025
Q2 		$421K Sell
3,318
-5
-0.2% -$621 0.03% 269
2025
Q1 		$411K Buy
3,323
+514
+18% +$58.9K 0.03% 249
2024
Q4 		$307K Sell
2,809
-195
-6% -$22.6K 0.03% 286
2024
Q3 		$353K Buy
3,004
+712
+31% +$78.1K 0.03% 258
2024
Q2 		$230K Buy
2,292
+20
+0.9% +$2.01K 0.02% 329
2024
Q1 		$234K Buy
+2,272
New +$208K 0.02% 325

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

PDS Planning's HIG Position: Q1 2026 in Review

PDS Planning increased its Hartford Financial Services (HIG) stake by 0.03% in Q1 2026, buying an estimated $136 and bringing the position to 3,091 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #306.

PDS Planning first reported a position in HIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $426K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • PDS Planning held 3,091 shares of Hartford Financial Services worth $418K as of Q1 2026.
  • PDS Planning bought 1 Hartford Financial Services share in Q1 2026, an estimated $136.
  • Hartford Financial Services made up 0.03% of PDS Planning's portfolio in Q1 2026, its #306 holding.
  • PDS Planning first reported a position in Hartford Financial Services in Q1 2024 and has held it in 9 quarters since.
  • PDS Planning's Hartford Financial Services position peaked at $426K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.