---
schema_version: "secwatch.filing_event.v1"
accession: "0000874766-26-000043"
form_type: "8-K"
ticker: "HIG"
cik: "0000874766"
company_name: "HARTFORD INSURANCE GROUP, INC."
filed_at: "2026-06-03T11:04:11+00:00"
generated_at: "2026-06-03T11:05:09.823040+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Hartford to sell Hartford Funds to Wellington for estimated NPV of $1.9B

## Summary
- Wellington acquires Hartford Funds with $300M cash upfront plus ongoing payments; estimated NPV of $1.9B at 11% discount rate.
- Transaction expected to close Q1 2027, subject to regulatory and fund approvals.
- Hartford Funds reported as discontinued ops from Q2 2026; results excluded from core earnings.
- Hartford expects $250M deferred tax asset, $55M transaction costs (after-tax), and $170M pre-closing dividend.
- At closing, an estimated after-tax realized loss of ~$150M on GAAP carrying value vs. upfront cash.

## SEC filing metadata
- accession: 0000874766-26-000043
- form_type: 8-K
- ticker: HIG
- cik: 0000874766
- company_name: HARTFORD INSURANCE GROUP, INC.
- filed_at: 2026-06-03T11:04:11+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/874766/000087476626000043/0000874766-26-000043-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/874766/000087476626000043/hig-20260603.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000874766-26-000043
- JSON: https://secwatch.observer/filing/0000874766-26-000043.json
- Plain text: https://secwatch.observer/filing/0000874766-26-000043.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.