AWM
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Accurate Wealth Management reduced its Hartford Financial Services (HIG) stake by 7.5% in Q2 2026, selling an estimated $180K and leaving 16,627 shares worth $2.31M. The position accounts for 0.22% of the portfolio, ranked #106.

Accurate Wealth Management first reported a position in HIG in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.63M in Q2 2024. 274 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Accurate Wealth Management held 16,627 shares of Hartford Financial Services worth $2.31M as of Q2 2026.
  • Accurate Wealth Management sold 1,348 Hartford Financial Services shares in Q2 2026, an estimated $180K.
  • Hartford Financial Services made up 0.22% of Accurate Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Accurate Wealth Management first reported a position in Hartford Financial Services in Q4 2022 and has held it in 12 quarters since.
  • Accurate Wealth Management's Hartford Financial Services position peaked at $3.63M in Q2 2024.
  • 274 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.