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Summit Financial’s Hartford Financial Services HIG Stock Holding History

Summit Financial’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 		$4.71M Buy
34,664
+29,163
+530% +$3.98M 0.06% 331
2025
Q4 		$761K Sell
5,501
-254
-4% -$33.5K 0.01% 752
2025
Q3 		$768K Buy
5,755
+449
+8% +$57.6K 0.01% 732
2025
Q2 		$676K Sell
5,306
-822
-13% -$102K 0.02% 501
2025
Q1 		$758K Sell
6,128
-711
-10% -$81.5K 0.02% 425
2024
Q4 		$751K Buy
6,839
+1,033
+18% +$120K 0.03% 371
2024
Q3 		$685K Buy
5,806
+3,190
+122% +$350K 0.03% 323
2024
Q2 		$264K Sell
2,616
-196
-7% -$19.7K 0.01% 439
2024
Q1 		$291K Buy
+2,812
New +$258K 0.02% 321
2022
Q4 		– Sell
-3,562
Closed -$222K – 256
2022
Q3 		$222K Buy
3,562
+326
+10% +$21.2K 0.02% 236
2022
Q2 		$213K Hold
3,236
– – 0.02% 222
2022
Q1 		$234K Hold
3,236
– – 0.02% 234
2021
Q4 		$226K Buy
+3,236
New +$228K 0.02% 230

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

Summit Financial's HIG Position: Q1 2026 in Review

Summit Financial increased its Hartford Financial Services (HIG) stake by 530% in Q1 2026, buying an estimated $3.98M and bringing the position to 34,664 shares worth $4.71M. The position accounts for 0.06% of the portfolio, ranked #331.

Summit Financial first reported a position in HIG in Q4 2021 and has held it in 13 quarters since. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Summit Financial held 34,664 shares of Hartford Financial Services worth $4.71M as of Q1 2026.
  • Summit Financial bought 29,163 Hartford Financial Services shares in Q1 2026, an estimated $3.98M.
  • Hartford Financial Services made up 0.06% of Summit Financial's portfolio in Q1 2026, its #331 holding.
  • Summit Financial first reported a position in Hartford Financial Services in Q4 2021 and has held it in 13 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.