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Sentry Investment Management’s Hartford Financial Services HIG Stock Holding History

Sentry Investment Management’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
-642
Closed -$88K – 219
2025
Q4 		$88K Hold
642
– – 0.06% 260
2025
Q3 		$85K Sell
642
-289
-31% -$37.1K 0.06% 263
2025
Q2 		$114K Hold
931
– – 0.06% 262
2025
Q1 		$102K Sell
931
-278
-23% -$31.9K 0.07% 250
2024
Q4 		$132K Sell
1,209
-197
-14% -$22.8K 0.06% 251
2024
Q3 		$165K Buy
+1,406
New +$154K 0.07% 250
2024
Q1 		– Sell
-1,604
Closed -$129K – 454
2023
Q4 		$129K Sell
1,604
-172
-10% -$13K 0.06% 298
2023
Q3 		$126K Sell
1,776
-349
-16% -$25.3K 0.06% 299
2023
Q2 		$153K Hold
2,125
– – 0.06% 308
2023
Q1 		$148K Sell
2,125
-92
-4% -$6.83K 0.06% 299
2022
Q4 		$168K Hold
2,217
– – 0.07% 285
2022
Q3 		$137K Hold
2,217
– – 0.07% 296
2022
Q2 		$145K Sell
2,217
-432
-16% -$30.3K 0.07% 287
2022
Q1 		$190K Sell
2,649
-446
-14% -$31.5K 0.06% 304
2021
Q4 		$214K Hold
3,095
– – 0.06% 315
2021
Q3 		$217K Sell
3,095
-452
-13% -$29.9K 0.06% 299
2021
Q2 		$220K Hold
3,547
– – 0.06% 311
2021
Q1 		$237K Sell
3,547
-16,940
-83% -$915K 0.07% 289
2020
Q4 		$1M Hold
20,487
– – 0.05% 307
2020
Q3 		$755K Hold
20,487
– – 0.04% 322
2020
Q2 		$790K Buy
+20,487
New +$781K 0.05% 336
2020
Q1 		– Sell
-20,545
Closed -$1.25M – 451
2019
Q4 		$1.25M Hold
20,545
– – 0.07% 259
2019
Q3 		$1.25M Hold
20,545
– – 0.08% 245
2019
Q2 		$1.15M Hold
20,545
– – 0.08% 266
2019
Q1 		$1.02M Sell
20,545
-1,823
-8% -$86.6K 0.07% 272
2018
Q4 		$994K Sell
22,368
-580
-3% -$26.1K 0.07% 266
2018
Q3 		$1.15M Hold
22,948
– – 0.07% 269
2018
Q2 		$1.17M Sell
22,948
-2,533
-10% -$133K 0.08% 263
2018
Q1 		$1.31M Sell
25,481
-43
-0.2% -$2.35K 0.08% 262
2017
Q4 		$1.44M Hold
25,524
– – 0.08% 260
2017
Q3 		$1.42M Hold
25,524
– – 0.05% 266
2017
Q2 		$1.34M Hold
25,524
– – 0.05% 264
2017
Q1 		$1.23M Sell
25,524
-1,138
-4% -$55.1K 0.05% 284
2016
Q4 		$1.27M Hold
26,662
– – 0.05% 276
2016
Q3 		$1.14M Sell
26,662
-1,291
-5% -$54K 0.05% 289
2016
Q2 		$1.24M Sell
27,953
-2,378
-8% -$106K 0.05% 276
2016
Q1 		$1.4M Hold
30,331
– – 0.06% 239
2015
Q4 		$1.32M Buy
30,331
+10,847
+56% +$497K 0.06% 249
2015
Q3 		$892K Sell
19,484
-4,049
-17% -$187K 0.04% 292
2015
Q2 		$978K Hold
23,533
– – 0.05% 287
2015
Q1 		$984K Buy
23,533
+4,049
+21% +$166K 0.05% 280
2014
Q4 		$812K Sell
19,484
-1,500
-7% -$59.3K 0.04% 300
2014
Q3 		$782K Sell
20,984
-2,587
-11% -$93.6K 0.04% 296
2014
Q2 		$844K Sell
23,571
-1,729
-7% -$60.9K 0.04% 297
2014
Q1 		$892K Hold
25,300
– – 0.05% 280
2013
Q4 		$917K Buy
25,300
+6,600
+35% +$227K 0.05% 262
2013
Q3 		$582K Sell
18,700
-500
-3% -$15.6K 0.03% 368
2013
Q2 		$594K Buy
+19,200
New +$554K 0.03% 254

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

Sentry Investment Management's HIG Position: Q1 2026 in Review

Sentry Investment Management sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 642 shares — an estimated $88K sold.

Sentry Investment Management first reported a position in HIG in Q2 2013 and held it in 48 quarters. The position peaked at $1.44M in Q4 2017. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Sentry Investment Management reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 642 Hartford Financial Services shares in Q1 2026, an estimated $88K.
  • Sentry Investment Management first reported a position in Hartford Financial Services in Q2 2013 and held it in 48 quarters.
  • Sentry Investment Management's Hartford Financial Services position peaked at $1.44M in Q4 2017.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.