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Proficio Capital Partners’s Hartford Financial Services HIG Stock Holding History

Proficio Capital 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 		$674K Buy
4,986
+10
+0.2% +$1.36K 0.04% 157
2025
Q4 		$686K Hold
4,976
– – 0.05% 146
2025
Q3 		$664K Sell
4,976
-892
-15% -$114K 0.05% 113
2025
Q2 		$744K Buy
5,868
+37
+0.6% +$4.6K 0.05% 186
2025
Q1 		$721K Buy
5,831
+58
+1% +$6.65K 0.06% 161
2024
Q4 		$632K Buy
5,773
+512
+10% +$59.4K 0.05% 153
2024
Q3 		$619K Sell
5,261
-566
-10% -$62.1K 0.06% 123
2024
Q2 		$586K Sell
5,827
-1
-0% -$100 0.06% 154
2024
Q1 		$601K Hold
5,828
– – 0.07% 151
2023
Q4 		$468K Sell
5,828
-29
-0.5% -$2.18K 0.06% 156
2023
Q3 		$415K Buy
5,857
+137
+2% +$9.94K 0.06% 164
2023
Q2 		$412K Buy
5,720
+84
+1% +$5.9K 0.06% 166
2023
Q1 		$393K Buy
5,636
+157
+3% +$11.7K 0.06% 173
2022
Q4 		$415K Buy
5,479
+2,032
+59% +$146K 0.08% 154
2022
Q3 		$214K Sell
3,447
-194
-5% -$12.6K 0.04% 235
2022
Q2 		$238K Buy
3,641
+70
+2% +$4.91K 0.04% 236
2022
Q1 		$256K Buy
+3,571
New +$252K 0.04% 230
2019
Q3 		– Sell
-228
Closed -$13K – 740
2019
Q2 		$13K Buy
228
+53
+30% +$2.8K ﹤0.01% 849
2019
Q1 		$9K Buy
175
+136
+349% +$6.46K ﹤0.01% 909
2018
Q4 		$2K Sell
39
-9
-19% -$405 ﹤0.01% 1014
2018
Q3 		$2K Sell
48
-4
-8% -$206 ﹤0.01% 1085
2018
Q2 		$3K Sell
52
-28
-35% -$1.47K ﹤0.01% 1077
2018
Q1 		$4K Buy
80
+20
+33% +$1.09K ﹤0.01% 1033
2017
Q4 		$3K Buy
60
+28
+88% +$1.56K ﹤0.01% 1064
2017
Q3 		$2K Hold
32
– – ﹤0.01% 1095
2017
Q2 		$2K Sell
32
-519
-94% -$25.7K ﹤0.01% 1090
2017
Q1 		$27K Buy
+551
New +$26.7K 0.01% 533
2016
Q2 		– Sell
-89
Closed -$4K – 1083
2016
Q1 		$4K Buy
89
+13
+17% +$546 ﹤0.01% 569
2015
Q4 		$3K Buy
+76
New +$3.48K ﹤0.01% 551

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

Proficio Capital Partners's HIG Position: Q1 2026 in Review

Proficio Capital Partners increased its Hartford Financial Services (HIG) stake by 0.2% in Q1 2026, buying an estimated $1.36K and bringing the position to 4,986 shares worth $674K. The position accounts for 0.04% of the portfolio, ranked #157.

Proficio Capital Partners first reported a position in HIG in Q4 2015 and has held it in 29 quarters since. The position peaked at $744K in Q2 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Proficio Capital Partners held 4,986 shares of Hartford Financial Services worth $674K as of Q1 2026.
  • Proficio Capital Partners bought 10 Hartford Financial Services shares in Q1 2026, an estimated $1.36K.
  • Hartford Financial Services made up 0.04% of Proficio Capital Partners's portfolio in Q1 2026, its #157 holding.
  • Proficio Capital Partners first reported a position in Hartford Financial Services in Q4 2015 and has held it in 29 quarters since.
  • Proficio Capital Partners's Hartford Financial Services position peaked at $744K in Q2 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.