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

Baron 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 		$217K Sell
1,639
-170
-9% -$22.7K 0.06% 273
2026
Q1 		$245K Buy
1,809
+207
+13% +$28.3K 0.07% 219
2025
Q4 		$221K Buy
+1,602
New +$211K 0.07% 222

Other funds holding HIG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

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

Baron Wealth Management reduced its Hartford Financial Services (HIG) stake by 9.4% in Q2 2026, selling an estimated $22.7K and leaving 1,639 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #273.

Baron Wealth Management first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $245K in Q1 2026. 368 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Baron Wealth Management held 1,639 shares of Hartford Financial Services worth $217K as of Q2 2026.
  • Baron Wealth Management sold 170 Hartford Financial Services shares in Q2 2026, an estimated $22.7K.
  • Hartford Financial Services made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Baron Wealth Management first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Baron Wealth Management's Hartford Financial Services position peaked at $245K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.