Systematic Financial Management’s Hartford Financial Services HIG Stock Holding History

Systematic Financial 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	$1.6M	Sell	11,865 -385	-3%	-$52.6K	0.04%	204
2025 Q4	$1.69M	Buy	12,250 +5,475	+81%	+$722K	0.04%	200
2025 Q3	$904K	Hold	6,775	–	–	0.02%	205
2025 Q2	$860K	Hold	6,775	–	–	0.02%	204
2025 Q1	$838K	Hold	6,775	–	–	0.02%	201
2024 Q4	$741K	Hold	6,775	–	–	0.02%	209
2024 Q3	$797K	Hold	6,775	–	–	0.02%	235
2024 Q2	$681K	Hold	6,775	–	–	0.02%	215
2024 Q1	$698K	Buy	6,775 +6,685	+7,428%	+$613K	0.02%	216
2023 Q4	$7.23K	Hold	90	–	–	﹤0.01%	241
2023 Q3	$6.38K	Hold	90	–	–	﹤0.01%	240
2023 Q2	$6.48K	Hold	90	–	–	﹤0.01%	233
2023 Q1	$6.27K	Hold	90	–	–	﹤0.01%	303
2022 Q4	$6.83K	Hold	90	–	–	﹤0.01%	238
2022 Q3	$6K	Hold	90	–	–	﹤0.01%	241
2022 Q2	$6K	Hold	90	–	–	﹤0.01%	243
2022 Q1	$6K	Hold	90	–	–	﹤0.01%	246
2021 Q4	$6K	Hold	90	–	–	﹤0.01%	246
2021 Q3	$6K	Hold	90	–	–	﹤0.01%	247
2021 Q2	$6K	Hold	90	–	–	﹤0.01%	247
2021 Q1	$6K	Hold	90	–	–	﹤0.01%	241
2020 Q4	$4K	Hold	90	–	–	﹤0.01%	243
2020 Q3	$3K	Hold	90	–	–	﹤0.01%	244
2020 Q2	$3K	Hold	90	–	–	﹤0.01%	502
2020 Q1	$3K	Hold	90	–	–	﹤0.01%	480
2019 Q4	$5K	Sell	90 -418	-82%	-$25.1K	﹤0.01%	496
2019 Q3	$31K	Sell	508 -37,636	-99%	-$2.2M	﹤0.01%	507
2019 Q2	$2.13M	Sell	38,144 -80,263	-68%	-$4.24M	0.08%	187
2019 Q1	$5.89M	Sell	118,407 -156,751	-57%	-$7.44M	0.2%	149
2018 Q4	$12.2M	Sell	275,158 -5,195	-2%	-$234K	0.38%	99
2018 Q3	$14M	Sell	280,353 -66,658	-19%	-$3.43M	0.34%	110
2018 Q2	$17.7M	Sell	347,011 -35,743	-9%	-$1.87M	0.43%	68
2018 Q1	$19.7M	Sell	382,754 -108,220	-22%	-$5.92M	0.44%	63
2017 Q4	$27.6M	Sell	490,974 -9,353	-2%	-$522K	0.55%	49
2017 Q3	$27.7M	Buy	500,327 +198,416	+66%	+$10.8M	0.56%	50
2017 Q2	$15.9M	Buy	+301,911	New	+$15M	0.29%	106
2016 Q1	–	Sell	-231,493	Closed	-$10.1M	–	602
2015 Q4	$10.1M	Sell	231,493 -1,297,312	-85%	-$59.5M	0.11%	188
2015 Q3	$70M	Sell	1,528,805 -403,724	-21%	-$18.6M	0.74%	40
2015 Q2	$80.3M	Sell	1,932,529 -464,408	-19%	-$19.4M	0.69%	39
2015 Q1	$100M	Sell	2,396,937 -1,314,634	-35%	-$53.9M	0.79%	30
2014 Q4	$155M	Buy	3,711,571 +1,706,488	+85%	+$67.5M	1.14%	10
2014 Q3	$74.7M	Buy	2,005,083 +398,037	+25%	+$14.4M	0.54%	55
2014 Q2	$57.5M	Buy	1,607,046 +1,312,773	+446%	+$46.2M	0.39%	83
2014 Q1	$10.4M	Buy	+294,273	New	+$10.2M	0.07%	271

Other funds holding HIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Systematic Financial Management's HIG Position: Q1 2026 in Review

Systematic Financial Management reduced its Hartford Financial Services (HIG) stake by 3.1% in Q1 2026, selling an estimated $52.6K and leaving 11,865 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #204.

Systematic Financial Management first reported a position in HIG in Q1 2014 and has held it in 44 quarters since. The position peaked at $155M in Q4 2014. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Systematic Financial Management held 11,865 shares of Hartford Financial Services worth $1.6M as of Q1 2026.
Systematic Financial Management sold 385 Hartford Financial Services shares in Q1 2026, an estimated $52.6K.
Hartford Financial Services made up 0.04% of Systematic Financial Management's portfolio in Q1 2026, its #204 holding.
Systematic Financial Management first reported a position in Hartford Financial Services in Q1 2014 and has held it in 44 quarters since.
Systematic Financial Management's Hartford Financial Services position peaked at $155M in Q4 2014.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.