FOSTER & MOTLEY INC HIG — Hartford Finl com

Ownership history in FOSTER & MOTLEY INC  ·  29 quarters on record

AI Ownership Summary

FOSTER & MOTLEY INC reported Hartford Finl com (HIG) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.82% in 2025 Q1. The latest visible filing shows HIG at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER & MOTLEY INC's position in Hartford Finl com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HIG was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HIG stock page FOSTER & MOTLEY INC fund profile FOSTER & MOTLEY INC full holdings
How FOSTER & MOTLEY INC held HIG — position size vs. price
% of Fund (quarterly)    HIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 104,461 +3,371 +3.3% 0.73% $14K 2026-04-21 $139.15
2025 Q4 REDUCED — — — 101,090 -1,375 -1.3% 0.74% $13.9M 2026-01-15 $130.26
2025 Q3 ADDED — — — 102,465 +524 +0.5% 0.74% $13.7M 2025-10-23 $124.17
2025 Q2 REDUCED — — — 101,941 -2,834 -2.7% 0.75% $12.9M 2025-07-29 $123.08
2025 Q1 ADDED — — — 104,775 +698 +0.7% 0.82% $13.0M 2025-05-08 $126.10
2024 Q4 REDUCED — — — 104,077 -924 -0.9% 0.74% $11.4M 2025-01-23 $108.58
2024 Q3 REDUCED — — — 105,001 -2,629 -2.4% 0.78% $12.3M 2024-10-30 $109.91
2024 Q2 ADDED — — — 107,630 +679 +0.6% 0.74% $10.8M 2024-08-02 $105.50
2024 Q1 ADDED — — — 106,951 +2,261 +2.2% 0.76% $11.0M 2024-04-18 $93.72
2023 Q4 ADDED — — — 104,690 +6,476 +6.6% 0.63% $8.4M 2024-02-01 $83.76
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HIG

As of 2026 Q1 — sorted by position size

TKG Advisors, LLC 3Y 2.47% Axecap Investments, LLC 2.25% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.17% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.39% Board of the Pension Protection Fund 1.36% Uncommon Cents Investing LLC 3Y 7Y 1.18% G&S Capital LLC 3Y 7Y 0.98% American State Bank (Iowa) 0.86% Monument Capital Management 3Y 7Y 0.8% First Financial Bank - Trust Division 3Y 7Y 0.76%

FAQ About FOSTER & MOTLEY INC and HIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER & MOTLEY INC reported owning HIG?

FOSTER & MOTLEY INC reported HIG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HIG position in FOSTER & MOTLEY INC's portfolio?

The largest reported portfolio weight for HIG was 0.82% in 2025 Q1.

What is the latest reported HIG position on this page?

The most recent filing on this page is 2026 Q1, when FOSTER & MOTLEY INC reported 104,461 shares, equal to 0.73% of portfolio, with an estimated market value of $14K.

What does the chart on this HIG ownership page compare?

The chart compares FOSTER & MOTLEY INC's quarterly HIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FOSTER & MOTLEY INC time their HIG position?

Based on 13F filing dates vs. subsequent HIG price moves, FOSTER & MOTLEY INC correctly timed 14 out of 28 reported position changes (50%). The annualised alpha on HIG relative to SPY over the holding period was +29.9%.

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