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Summit Securities Group’s Hartford Financial Services HIG Stock Holding History

Summit Securities Group’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
2021
Q3 		– Sell
-365
Closed -$2.26M – 785
2021
Q2 		$2.26M Sell
365
-348
-49% -$22.8K 0.19% 120
2021
Q1 		$4.76M Buy
+713
New +$38.5K 0.52% 32

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 Securities Group's HIG Position: Q1 2026 in Review

Summit Securities Group reduced its Hartford Financial Services (HIG) stake by 89% in Q1 2026, selling an estimated $50.4K and leaving 46 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Summit Securities Group first reported a position in HIG in Q3 2013 and has held it in 20 quarters since. The position peaked at $692K in Q4 2014. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Summit Securities Group held 46 shares of Hartford Financial Services worth $6.22K as of Q1 2026.
  • Summit Securities Group sold 369 Hartford Financial Services shares in Q1 2026, an estimated $50.4K.
  • Hartford Financial Services made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #767 holding.
  • Summit Securities Group first reported a position in Hartford Financial Services in Q3 2013 and has held it in 20 quarters since.
  • Summit Securities Group's Hartford Financial Services position peaked at $692K in Q4 2014.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.