Accurate Wealth Management
HIG icon

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

Accurate 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
Q3 		$1.42M Sell
10,829
-5,798
-35% -$796K 0.12% 174
2026
Q2 		$2.31M Sell
16,627
-1,348
-7% -$180K 0.22% 106
2026
Q1 		$2.47M Buy
17,975
+10,373
+136% +$1.42M 0.3% 77
2025
Q4 		$1.04M Buy
7,602
+709
+10% +$93.6K 0.13% 175
2025
Q3 		$904K Buy
6,893
+515
+8% +$66.1K 0.12% 182
2025
Q2 		$778K Buy
6,378
+824
+15% +$102K 0.12% 185
2025
Q1 		$644K Buy
5,554
+1,193
+27% +$137K 0.12% 173
2024
Q4 		$464K Buy
4,361
+548
+14% +$63.5K 0.09% 211
2024
Q3 		$452K Sell
3,813
-31,551
-89% -$3.46M 0.09% 216
2024
Q2 		$3.63M Sell
35,364
-801
-2% -$80.4K 0.87% 25
2024
Q1 		$3.58M Sell
36,165
-254
-0.7% -$23.3K 1.05% 24
2023
Q4 		$3.02M Buy
+36,419
New +$2.74M 0.94% 23
2023
Q1 		– Sell
-714
Closed -$54.4K – 748
2022
Q4 		$54.4K Buy
+714
New +$51.4K 0.02% 434

Other funds holding HIG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Accurate Wealth Management's HIG Position: Q3 2026 in Review

Accurate Wealth Management reduced its Hartford Financial Services (HIG) stake by 35% in Q3 2026, selling an estimated $796K and leaving 10,829 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #174.

Accurate Wealth Management first reported a position in HIG in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.63M in Q2 2024. 667 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Accurate Wealth Management held 10,829 shares of Hartford Financial Services worth $1.42M as of Q3 2026.
  • Accurate Wealth Management sold 5,798 Hartford Financial Services shares in Q3 2026, an estimated $796K.
  • Hartford Financial Services made up 0.12% of Accurate Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Accurate Wealth Management first reported a position in Hartford Financial Services in Q4 2022 and has held it in 13 quarters since.
  • Accurate Wealth Management's Hartford Financial Services position peaked at $3.63M in Q2 2024.
  • 667 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.