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Sunbelt Securities’s Hartford Financial Services HIG Stock Holding History

Sunbelt Securities’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 		$29.5K Hold
218
– – ﹤0.01% 1184
2025
Q4 		$30K Hold
218
– – ﹤0.01% 1142
2025
Q3 		$29.1K Buy
+218
New +$28K ﹤0.01% 1156
2024
Q4 		– Sell
-63
Closed -$7.41K – 1856
2024
Q3 		$7.41K Buy
+63
New +$6.91K ﹤0.01% 1355

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

Sunbelt Securities's HIG Position: Q1 2026 in Review

Sunbelt Securities held its Hartford Financial Services (HIG) position steady in Q1 2026 at 218 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Sunbelt Securities first reported a position in HIG in Q3 2024 and has held it in 4 quarters since. The position peaked at $30K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Sunbelt Securities held 218 shares of Hartford Financial Services worth $29.5K as of Q1 2026.
  • Sunbelt Securities left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1184 holding.
  • Sunbelt Securities first reported a position in Hartford Financial Services in Q3 2024 and has held it in 4 quarters since.
  • Sunbelt Securities's Hartford Financial Services position peaked at $30K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.