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Bay Harbor Wealth Management’s Hartford Financial Services HIG Stock Holding History

Bay Harbor 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 		$8.22K Buy
62
+13
+27% +$1.74K ﹤0.01% 325
2026
Q1 		$6.65K Buy
49
+15
+44% +$2.05K ﹤0.01% 289
2025
Q4 		$4.7K Buy
34
+12
+55% +$1.58K ﹤0.01% 301
2025
Q3 		$2.94K Buy
22
+4
+22% +$513 ﹤0.01% 297
2025
Q2 		$2.29K Buy
18
+9
+100% +$1.12K ﹤0.01% 293
2025
Q1 		$1.12K Buy
+9
New +$1.03K ﹤0.01% 276

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

Bay Harbor Wealth Management's HIG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Hartford Financial Services (HIG) stake by 27% in Q2 2026, buying an estimated $1.74K and bringing the position to 62 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Bay Harbor Wealth Management first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Bay Harbor Wealth Management held 62 shares of Hartford Financial Services worth $8.22K as of Q2 2026.
  • Bay Harbor Wealth Management bought 13 Hartford Financial Services shares in Q2 2026, an estimated $1.74K.
  • Hartford Financial Services made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Bay Harbor Wealth Management first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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