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

Aries 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	$467K	Hold	3,456	–	–	0.1%	153
2025 Q4	$476K	Hold	3,456	–	–	0.11%	149
2025 Q3	$461K	Hold	3,456	–	–	0.11%	148
2025 Q2	$438K	Hold	3,456	–	–	0.11%	152
2025 Q1	$428K	Hold	3,456	–	–	0.12%	151
2024 Q4	$378K	Hold	3,456	–	–	0.1%	160
2024 Q3	$406K	Sell	3,456 -9	-0.3%	-$987	0.11%	152
2024 Q2	$348K	Buy	3,465 +9	+0.3%	+$903	0.11%	147
2024 Q1	$356K	Hold	3,456	–	–	0.11%	147
2023 Q4	$278K	Hold	3,456	–	–	0.1%	162
2023 Q3	$250K	Hold	3,456	–	–	0.1%	168
2023 Q2	$249K	Hold	3,456	–	–	0.1%	166
2023 Q1	$241K	Hold	3,456	–	–	0.1%	170
2022 Q4	$262K	Hold	3,456	–	–	0.11%	155
2022 Q3	$250K	Sell	3,456 -57	-2%	-$3.71K	0.11%	156
2022 Q2	$230K	Buy	+3,513	New	+$246K	0.1%	154
2022 Q1	–	Sell	-3,513	Closed	-$243K	–	132
2021 Q4	$243K	Hold	3,513	–	–	0.09%	162
2021 Q3	$247K	Sell	3,513 -28	-0.8%	-$1.85K	0.1%	156
2021 Q2	$219K	Hold	3,541	–	–	0.09%	164
2021 Q1	$234K	Buy	+3,541	New	+$191K	0.11%	152
2020 Q1	–	Sell	-3,541	Closed	-$214K	–	140
2019 Q4	$214K	Hold	3,541	–	–	0.13%	142
2019 Q3	$208K	Hold	3,541	–	–	0.14%	141
2019 Q2	$202K	Buy	+3,541	New	+$187K	0.14%	149

Other funds holding HIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Aries Wealth Management held its Hartford Financial Services (HIG) position steady in Q1 2026 at 3,456 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #153.

Aries Wealth Management first reported a position in HIG in Q2 2019 and has held it in 23 quarters since. The position peaked at $476K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Aries Wealth Management held 3,456 shares of Hartford Financial Services worth $467K as of Q1 2026.
Aries Wealth Management left its Hartford Financial Services share count unchanged in Q1 2026.
Hartford Financial Services made up 0.1% of Aries Wealth Management's portfolio in Q1 2026, its #153 holding.
Aries Wealth Management first reported a position in Hartford Financial Services in Q2 2019 and has held it in 23 quarters since.
Aries Wealth Management's Hartford Financial Services position peaked at $476K in Q4 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Aries Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.