Sageworth Trust’s Hartford Financial Services HIG Stock Holding History

Sageworth Trust’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 Q4	–	Sell	-7,106	Closed	-$948K	–	195
2025 Q3	$948K	Buy	+7,106	New	+$911K	0.04%	108

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Sageworth Trust's HIG Position: Q4 2025 in Review

Sageworth Trust sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 7,106 shares — an estimated $948K sold.

Sageworth Trust first reported a position in HIG in Q3 2025 and held it in 1 quarter. The position peaked at $948K in Q3 2025. 1,182 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

Sageworth Trust reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 7,106 Hartford Financial Services shares in Q4 2025, an estimated $948K.
Sageworth Trust first reported a position in Hartford Financial Services in Q3 2025 and held it in 1 quarter.
Sageworth Trust's Hartford Financial Services position peaked at $948K in Q3 2025.
1,182 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.