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Williamson Legacy Group’s Hartford Financial Services HIG Stock Holding History

Williamson Legacy Group’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
Q4 		– Sell
-3,544
Closed -$473K – 107
2025
Q3 		$473K Sell
3,544
-7,362
-68% -$944K 0.37% 87
2025
Q2 		$1.38M Buy
10,906
+232
+2% +$28.8K 1.17% 30
2025
Q1 		$1.32M Buy
10,674
+4,871
+84% +$558K 1.25% 26
2024
Q4 		$635K Buy
5,803
+242
+4% +$28.1K 0.42% 77
2024
Q3 		$654K Buy
+5,561
New +$610K 0.44% 78

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Williamson Legacy Group's HIG Position: Q4 2025 in Review

Williamson Legacy Group sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 3,544 shares — an estimated $473K sold.

Williamson Legacy Group first reported a position in HIG in Q3 2024 and held it in 5 quarters. The position peaked at $1.38M in Q2 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

  • Williamson Legacy Group reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 3,544 Hartford Financial Services shares in Q4 2025, an estimated $473K.
  • Williamson Legacy Group first reported a position in Hartford Financial Services in Q3 2024 and held it in 5 quarters.
  • Williamson Legacy Group's Hartford Financial Services position peaked at $1.38M in Q2 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Williamson Legacy Group's 13F filing for Q4 2025, filed 9 Feb 2026.