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

Tortoise 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	$212K	Buy	1,568 +27	+2%	+$3.69K	0.02%	229
2025 Q4	$212K	Buy	1,541 +2	+0.1%	+$264	0.02%	226
2025 Q3	$205K	Buy	1,539 +4	+0.3%	+$513	0.02%	226
2025 Q2	$195K	Buy	1,535 +12	+0.8%	+$1.49K	0.02%	221
2025 Q1	$188K	Hold	1,523	–	–	0.02%	220
2024 Q4	$167K	Hold	1,523	–	–	0.02%	245
2024 Q3	$179K	Buy	1,523 +1,515	+18,938%	+$166K	0.02%	239
2024 Q2	$804	Hold	8	–	–	﹤0.01%	831
2024 Q1	$824	Hold	8	–	–	﹤0.01%	819
2023 Q4	$643	Hold	8	–	–	﹤0.01%	751
2023 Q3	$567	Buy	+8	New	+$581	﹤0.01%	758
2022 Q1	–	Sell	-230	Closed	-$16K	–	681
2021 Q4	$16K	Hold	230	–	–	﹤0.01%	426
2021 Q3	$16K	Hold	230	–	–	﹤0.01%	410
2021 Q2	$14K	Buy	+230	New	+$15.1K	﹤0.01%	427
2018 Q4	–	Sell	-500	Closed	-$25K	–	555
2018 Q3	$25K	Hold	500	–	–	0.01%	298
2018 Q2	$26K	Hold	500	–	–	0.01%	303
2018 Q1	$26K	Hold	500	–	–	0.01%	300
2017 Q4	$28K	Hold	500	–	–	0.01%	292
2017 Q3	$28K	Hold	500	–	–	0.01%	277
2017 Q2	$26K	Hold	500	–	–	0.01%	269
2017 Q1	$24K	Hold	500	–	–	0.01%	259
2016 Q4	$24K	Buy	+500	New	+$22.9K	0.01%	258

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

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

Tortoise Investment Management increased its Hartford Financial Services (HIG) stake by 1.8% in Q1 2026, buying an estimated $3.69K and bringing the position to 1,568 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #229.

Tortoise Investment Management first reported a position in HIG in Q4 2016 and has held it in 22 quarters since. The position peaked at $212K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Tortoise Investment Management held 1,568 shares of Hartford Financial Services worth $212K as of Q1 2026.
Tortoise Investment Management bought 27 Hartford Financial Services shares in Q1 2026, an estimated $3.69K.
Hartford Financial Services made up 0.02% of Tortoise Investment Management's portfolio in Q1 2026, its #229 holding.
Tortoise Investment Management first reported a position in Hartford Financial Services in Q4 2016 and has held it in 22 quarters since.
Tortoise Investment Management's Hartford Financial Services position peaked at $212K in Q4 2025.
1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.