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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

49 Wealth Management's HIG Position: Q1 2026 in Review

49 Wealth Management reduced its Hartford Financial Services (HIG) stake by 0.17% in Q1 2026, selling an estimated $1.77K and leaving 7,777 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #71.

49 Wealth Management first reported a position in HIG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • 49 Wealth Management held 7,777 shares of Hartford Financial Services worth $1.05M as of Q1 2026.
  • 49 Wealth Management sold 13 Hartford Financial Services shares in Q1 2026, an estimated $1.77K.
  • Hartford Financial Services made up 0.08% of 49 Wealth Management's portfolio in Q1 2026, its #71 holding.
  • 49 Wealth Management first reported a position in Hartford Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 49 Wealth Management's Hartford Financial Services position peaked at $1.07M in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.