AWM
HIG icon

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

Axxcess 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 		$204K Buy
+1,539
New +$206K ﹤0.01% 1006
2025
Q3 		– Sell
-1,578
Closed -$200K – 943
2025
Q2 		$200K Buy
+1,578
New +$196K ﹤0.01% 850
2024
Q4 		– Sell
-1,742
Closed -$205K – 891
2024
Q3 		$205K Buy
+1,742
New +$191K 0.01% 834

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

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

Axxcess Wealth Management opened a new position in Hartford Financial Services (HIG) in Q2 2026: 1,539 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HIG as recently as Q2 2025.

Axxcess Wealth Management first reported a position in HIG in Q3 2024 and has held it in 3 quarters since. The position peaked at $205K in Q3 2024. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Axxcess Wealth Management held 1,539 shares of Hartford Financial Services worth $204K as of Q2 2026.
  • Hartford Financial Services was a new Axxcess Wealth Management position in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1006 holding.
  • Axxcess Wealth Management first reported a position in Hartford Financial Services in Q3 2024 and has held it in 3 quarters since.
  • Axxcess Wealth Management's Hartford Financial Services position peaked at $205K in Q3 2024.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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