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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
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 $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

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

Angeles Wealth Management increased its Hartford Financial Services (HIG) stake by 13% in Q1 2026, buying an estimated $39.4K and bringing the position to 2,600 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #294.

Angeles Wealth Management first reported a position in HIG in Q2 2025 and has held it in 4 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Angeles Wealth Management held 2,600 shares of Hartford Financial Services worth $353K as of Q1 2026.
  • Angeles Wealth Management bought 289 Hartford Financial Services shares in Q1 2026, an estimated $39.4K.
  • Hartford Financial Services made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #294 holding.
  • Angeles Wealth Management first reported a position in Hartford Financial Services in Q2 2025 and has held it in 4 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.