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Sage Mountain Advisors’s Hartford Financial Services HIG Stock Holding History

Sage Mountain Advisors’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 		– Sell
-2,288
Closed -$315K – 417
2025
Q4 		$315K Buy
+2,288
New +$302K 0.02% 374
2025
Q2 		– Sell
-2,430
Closed -$301K – 520
2025
Q1 		$301K Buy
+2,430
New +$279K 0.02% 306

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sage Mountain Advisors's HIG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 2,288 shares — an estimated $315K sold.

Sage Mountain Advisors first reported a position in HIG in Q1 2025 and held it in 2 quarters. The position peaked at $315K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,288 Hartford Financial Services shares in Q1 2026, an estimated $315K.
  • Sage Mountain Advisors first reported a position in Hartford Financial Services in Q1 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's Hartford Financial Services position peaked at $315K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.