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

Angeles 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 		$337K Sell
2,531
-69
-3% -$9.23K 0.02% 358
2026
Q1 		$353K Buy
2,600
+289
+13% +$39.4K 0.02% 294
2025
Q4 		$320K Buy
2,311
+284
+14% +$37.5K 0.02% 286
2025
Q3 		$270K Buy
2,027
+196
+11% +$25.1K 0.02% 277
2025
Q2 		$232K Buy
+1,831
New +$228K 0.02% 301

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Angeles Wealth Management reduced its Hartford Financial Services (HIG) stake by 2.7% in Q2 2026, selling an estimated $9.23K and leaving 2,531 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #358.

Angeles Wealth Management first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $353K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Angeles Wealth Management held 2,531 shares of Hartford Financial Services worth $337K as of Q2 2026.
  • Angeles Wealth Management sold 69 Hartford Financial Services shares in Q2 2026, an estimated $9.23K.
  • Hartford Financial Services made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Angeles Wealth Management first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Angeles Wealth Management's Hartford Financial Services position peaked at $353K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.