Action Point Financial Planning’s Hartford Financial Services HIG Stock Holding History

Action Point Financial Planning’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	$42.5K	Buy	+327	New	+$43.7K	﹤0.01%	877

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

Action Point Financial Planning's HIG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Hartford Financial Services (HIG) in Q2 2026: 327 shares worth $42.5K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings.

1,192 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Action Point Financial Planning held 327 shares of Hartford Financial Services worth $42.5K as of Q2 2026.
Hartford Financial Services was a new Action Point Financial Planning position in Q2 2026.
Hartford Financial Services made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #877 holding.
1,192 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.