TF
HIG icon

Trek Financial’s Hartford Financial Services HIG Stock Holding History

Trek 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
2025
Q3 		– Sell
-2,009
Closed -$255K – 461
2025
Q2 		$255K Sell
2,009
-245
-11% -$30.4K 0.02% 368
2025
Q1 		$279K Sell
2,254
-426
-16% -$48.8K 0.02% 322
2024
Q4 		$293K Buy
+2,680
New +$311K 0.02% 333
2022
Q3 		– Sell
-9,066
Closed -$593K – 219
2022
Q2 		$593K Buy
+9,066
New +$636K 0.06% 124

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Trek Financial's HIG Position: Q3 2025 in Review

Trek Financial sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 2,009 shares — an estimated $255K sold.

Trek Financial first reported a position in HIG in Q2 2022 and held it in 4 quarters. The position peaked at $593K in Q2 2022. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

  • Trek Financial reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
  • Trek Financial sold 2,009 Hartford Financial Services shares in Q3 2025, an estimated $255K.
  • Trek Financial first reported a position in Hartford Financial Services in Q2 2022 and held it in 4 quarters.
  • Trek Financial's Hartford Financial Services position peaked at $593K in Q2 2022.
  • 1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on Trek Financial's 13F filing for Q3 2025, filed 31 Oct 2025.