S.A. Mason’s Hartford Financial Services HIG Stock Holding History

S.A. Mason’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
2025 Q3	–	Sell	-646	Closed	-$82K	–	298
2025 Q2	$82K	Hold	646	–	–	0.04%	256
2025 Q1	$79.9K	Hold	646	–	–	0.04%	247
2024 Q4	$70.7K	Hold	646	–	–	0.04%	252
2024 Q3	$76K	Hold	646	–	–	0.04%	245
2024 Q2	$64.9K	Hold	646	–	–	0.04%	242
2024 Q1	$66.6K	Hold	646	–	–	0.04%	237
2023 Q4	$51.9K	Hold	646	–	–	0.03%	239
2023 Q3	$45.8K	Hold	646	–	–	0.03%	248
2023 Q2	$45K	Hold	646	–	–	0.03%	256
2023 Q1	$45K	Hold	646	–	–	0.03%	256
2022 Q4	$49K	Hold	646	–	–	0.04%	247
2022 Q3	$40K	Hold	646	–	–	0.03%	262
2022 Q2	$42K	Hold	646	–	–	0.03%	262
2022 Q1	$46K	Hold	646	–	–	0.03%	271
2021 Q4	$45K	Hold	646	–	–	0.03%	265
2021 Q3	$45K	Hold	646	–	–	0.03%	262
2021 Q2	$40K	Hold	646	–	–	0.03%	261
2021 Q1	$43K	Buy	+646	New	+$34.9K	0.03%	253

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

S.A. Mason's HIG Position: Q3 2025 in Review

S.A. Mason sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 646 shares — an estimated $82K sold.

S.A. Mason first reported a position in HIG in Q1 2021 and held it in 18 quarters. The position peaked at $82K in Q2 2025. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

S.A. Mason reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 646 Hartford Financial Services shares in Q3 2025, an estimated $82K.
S.A. Mason first reported a position in Hartford Financial Services in Q1 2021 and held it in 18 quarters.
S.A. Mason's Hartford Financial Services position peaked at $82K in Q2 2025.
1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.