AWM
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AE Wealth Management’s Hartford Financial Services HIG Stock Holding History

AE 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 		$448K Buy
3,312
+380
+13% +$51.9K ﹤0.01% 1167
2025
Q4 		$404K Buy
2,932
+370
+14% +$48.8K ﹤0.01% 1161
2025
Q3 		$342K Buy
2,562
+54
+2% +$6.93K ﹤0.01% 1128
2025
Q2 		$318K Buy
2,508
+105
+4% +$13K ﹤0.01% 1099
2025
Q1 		$297K Buy
2,403
+396
+20% +$45.4K ﹤0.01% 1088
2024
Q4 		$220K Sell
2,007
-15
-0.7% -$1.74K ﹤0.01% 1235
2024
Q3 		$238K Buy
+2,022
New +$222K ﹤0.01% 1111
2024
Q1 		– Sell
-25,964
Closed -$2.25M – 1509
2023
Q4 		$2.25M Buy
25,964
+19,138
+280% +$1.44M 0.01% 862
2023
Q3 		$484K Buy
6,826
+3,625
+113% +$263K ﹤0.01% 1400
2023
Q2 		$231K Buy
3,201
+25
+0.8% +$1.75K ﹤0.01% 1695
2023
Q1 		$221K Sell
3,176
-306
-9% -$22.7K ﹤0.01% 1691
2022
Q4 		$264K Buy
3,482
+74
+2% +$5.33K ﹤0.01% 1560
2022
Q3 		$211K Buy
3,408
+218
+7% +$14.2K ﹤0.01% 1598
2022
Q2 		$209K Sell
3,190
-268
-8% -$18.8K ﹤0.01% 1580
2022
Q1 		$248K Buy
3,458
+101
+3% +$7.12K ﹤0.01% 1501
2021
Q4 		$232K Buy
+3,357
New +$237K ﹤0.01% 1547
2021
Q2 		– Sell
-3,615
Closed -$241K – 1627
2021
Q1 		$241K Buy
+3,615
New +$195K ﹤0.01% 1336
2020
Q4 		– Sell
-7,176
Closed -$264K – 1385
2020
Q3 		$264K Buy
+7,176
New +$286K ﹤0.01% 1084
2020
Q1 		– Sell
-3,351
Closed -$204K – 1182
2019
Q4 		$204K Buy
+3,351
New +$201K ﹤0.01% 1053

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

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

AE Wealth Management increased its Hartford Financial Services (HIG) stake by 13% in Q1 2026, buying an estimated $51.9K and bringing the position to 3,312 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

AE Wealth Management first reported a position in HIG in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.25M in Q4 2023. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • AE Wealth Management held 3,312 shares of Hartford Financial Services worth $448K as of Q1 2026.
  • AE Wealth Management bought 380 Hartford Financial Services shares in Q1 2026, an estimated $51.9K.
  • Hartford Financial Services made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1167 holding.
  • AE Wealth Management first reported a position in Hartford Financial Services in Q4 2019 and has held it in 19 quarters since.
  • AE Wealth Management's Hartford Financial Services position peaked at $2.25M in Q4 2023.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

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