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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Axxcess Wealth Management's HIG Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 1,578 shares — an estimated $200K sold.

Axxcess Wealth Management first reported a position in HIG in Q3 2024 and held it in 2 quarters. The position peaked at $205K in Q3 2024. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,578 Hartford Financial Services shares in Q3 2025, an estimated $200K.
  • Axxcess Wealth Management first reported a position in Hartford Financial Services in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Hartford Financial Services position peaked at $205K in Q3 2024.
  • 1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.