49 Wealth Management’s Hartford Financial Services HIG Stock Holding History

49 Wealth Management’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 Q2	–	Sell	-7,777	Closed	-$1.05M	–	227
2026 Q1	$1.05M	Sell	7,777 -13	-0.2%	-$1.77K	0.08%	71
2025 Q4	$1.07M	Buy	+7,790	New	+$1.03M	0.09%	68

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

49 Wealth Management's HIG Position: Q2 2026 in Review

49 Wealth Management sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 7,777 shares — an estimated $1.05M sold.

49 Wealth Management first reported a position in HIG in Q4 2025 and held it in 2 quarters. The position peaked at $1.07M in Q4 2025. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

49 Wealth Management reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 7,777 Hartford Financial Services shares in Q2 2026, an estimated $1.05M.
49 Wealth Management first reported a position in Hartford Financial Services in Q4 2025 and held it in 2 quarters.
49 Wealth Management's Hartford Financial Services position peaked at $1.07M in Q4 2025.
1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.