Virtus Investment Advisers’s Hartford Financial Services HIG Stock Holding History

Virtus Investment Advisers’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	$1.97M	Sell	14,563 -983	-6%	-$134K	0.54%	31
2025 Q4	$2.14M	Buy	15,546 +436	+3%	+$57.5K	0.58%	14
2025 Q3	$2.02M	Buy	15,110 +3,439	+29%	+$441K	0.58%	29
2025 Q2	$1.48M	Sell	11,671 -856	-7%	-$106K	0.5%	80
2025 Q1	$1.55M	Buy	12,527 +10,015	+399%	+$1.15M	0.42%	27
2024 Q4	$275K	Hold	2,512	–	–	0.22%	150
2024 Q3	$295K	Hold	2,512	–	–	0.23%	140
2024 Q2	$253K	Sell	2,512 -128	-5%	-$12.8K	0.21%	145
2024 Q1	$272K	Hold	2,640	–	–	0.19%	139
2023 Q4	$212K	Buy	+2,640	New	+$199K	0.16%	178
2018 Q1	–	Sell	-5,645	Closed	-$318K	–	199
2017 Q4	$318K	Buy	5,645 +650	+13%	+$36.3K	0.03%	346
2017 Q3	$277K	Sell	4,995 -500	-9%	-$27.2K	0.03%	375
2017 Q2	$289K	Sell	5,495 -2,756	-33%	-$137K	0.03%	385
2017 Q1	$397K	Sell	8,251 -1,085	-12%	-$52.5K	0.04%	347
2016 Q4	$445K	Buy	9,336 +6,165	+194%	+$283K	0.03%	368
2016 Q3	$136K	Buy	+3,171	New	+$133K	0.01%	473

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

Virtus Investment Advisers's HIG Position: Q1 2026 in Review

Virtus Investment Advisers reduced its Hartford Financial Services (HIG) stake by 6.3% in Q1 2026, selling an estimated $134K and leaving 14,563 shares worth $1.97M. The position accounts for 0.54% of the portfolio, ranked #31.

Virtus Investment Advisers first reported a position in HIG in Q3 2016 and has held it in 16 quarters since. The position peaked at $2.14M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Virtus Investment Advisers held 14,563 shares of Hartford Financial Services worth $1.97M as of Q1 2026.
Virtus Investment Advisers sold 983 Hartford Financial Services shares in Q1 2026, an estimated $134K.
Hartford Financial Services made up 0.54% of Virtus Investment Advisers's portfolio in Q1 2026, its #31 holding.
Virtus Investment Advisers first reported a position in Hartford Financial Services in Q3 2016 and has held it in 16 quarters since.
Virtus Investment Advisers's Hartford Financial Services position peaked at $2.14M in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.