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Barnes Dennig Private Wealth Management’s Hartford Financial Services HIG Stock Holding History

Barnes Dennig 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 		$18.9K Buy
143
+5
+4% +$669 0.02% 221
2026
Q1 		$18.7K Sell
138
-119
-46% -$16.2K 0.02% 217
2025
Q4 		$35.4K Buy
257
+152
+145% +$20.1K 0.04% 163
2025
Q3 		$14K Buy
105
+18
+21% +$2.31K 0.02% 210
2025
Q2 		$11K Buy
+87
New +$10.8K 0.01% 200

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

Barnes Dennig Private Wealth Management's HIG Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Hartford Financial Services (HIG) stake by 3.6% in Q2 2026, buying an estimated $669 and bringing the position to 143 shares worth $18.9K. The position accounts for 0.02% of the portfolio, ranked #221.

Barnes Dennig Private Wealth Management first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $35.4K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 143 shares of Hartford Financial Services worth $18.9K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 5 Hartford Financial Services shares in Q2 2026, an estimated $669.
  • Hartford Financial Services made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Barnes Dennig Private Wealth Management's Hartford Financial Services position peaked at $35.4K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.