Aprio Wealth Management
HIG icon

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

Aprio 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
Q3 		$473K Buy
3,869
+278
+8% +$38.2K 0.02% 413
2026
Q2 		$476K Sell
3,591
-181
-5% -$24.2K 0.02% 395
2026
Q1 		$510K Buy
3,772
+247
+7% +$33.7K 0.03% 343
2025
Q4 		$486K Buy
3,525
+1,436
+69% +$189K 0.03% 323
2025
Q3 		$279K Buy
2,089
+158
+8% +$20.3K 0.03% 344
2025
Q2 		$245K Buy
1,931
+191
+11% +$23.7K 0.03% 344
2025
Q1 		$215K Buy
+1,740
New +$199K 0.03% 346
2023
Q3 		– Sell
-7,660
Closed -$552K – 186
2023
Q2 		$552K Buy
7,660
+3,932
+105% +$276K 0.15% 72
2023
Q1 		$260K Buy
3,728
+198
+6% +$14.7K 0.08% 115
2022
Q4 		$268K Buy
3,530
+264
+8% +$19K 0.09% 93
2022
Q3 		$202K Sell
3,266
-31
-0.9% -$2.02K 0.08% 104
2022
Q2 		$216K Sell
3,297
-84
-2% -$5.89K 0.09% 92
2022
Q1 		$243K Buy
+3,381
New +$238K 0.09% 81

Other funds holding HIG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Aprio Wealth Management's HIG Position: Q3 2026 in Review

Aprio Wealth Management increased its Hartford Financial Services (HIG) stake by 7.7% in Q3 2026, buying an estimated $38.2K and bringing the position to 3,869 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #413.

Aprio Wealth Management first reported a position in HIG in Q1 2022 and has held it in 13 quarters since. The position peaked at $552K in Q2 2023. 860 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Aprio Wealth Management held 3,869 shares of Hartford Financial Services worth $473K as of Q3 2026.
  • Aprio Wealth Management bought 278 Hartford Financial Services shares in Q3 2026, an estimated $38.2K.
  • Hartford Financial Services made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #413 holding.
  • Aprio Wealth Management first reported a position in Hartford Financial Services in Q1 2022 and has held it in 13 quarters since.
  • Aprio Wealth Management's Hartford Financial Services position peaked at $552K in Q2 2023.
  • 860 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.