Atlantic Edge Private Wealth Management’s Hartford Financial Services HIG Stock Holding History

Atlantic Edge Private 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	$14.7K	Hold	111	–	–	﹤0.01%	378
2026 Q1	$15K	Hold	111	–	–	﹤0.01%	349
2025 Q4	$15.3K	Hold	111	–	–	﹤0.01%	338
2025 Q3	$14.8K	Hold	111	–	–	﹤0.01%	335
2025 Q2	$14.1K	Hold	111	–	–	﹤0.01%	335
2025 Q1	$13.7K	Hold	111	–	–	﹤0.01%	324
2024 Q4	$12.1K	Hold	111	–	–	﹤0.01%	316
2024 Q3	$13.1K	Hold	111	–	–	﹤0.01%	312
2024 Q2	$11.2K	Hold	111	–	–	﹤0.01%	306
2024 Q1	$11.4K	Hold	111	–	–	﹤0.01%	297
2023 Q4	$8.92K	Buy	+111	New	+$8.36K	﹤0.01%	301

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atlantic Edge Private Wealth Management's HIG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 111 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Atlantic Edge Private Wealth Management first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.3K in Q4 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Atlantic Edge Private Wealth Management held 111 shares of Hartford Financial Services worth $14.7K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #378 holding.
Atlantic Edge Private Wealth Management first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Hartford Financial Services position peaked at $15.3K in Q4 2025.
1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.