Bogart Wealth LLC’s Hartford Financial Services HIG Stock Holding History

Bogart Wealth LLC’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	$17.9K	Sell	135 -28	-17%	-$3.74K	﹤0.01%	827
2026 Q1	$22K	Buy	163 +14	+9%	+$1.91K	﹤0.01%	700
2025 Q4	$20.5K	Buy	149 +29	+24%	+$3.83K	﹤0.01%	675
2025 Q3	$16K	Buy	120 +11	+10%	+$1.41K	﹤0.01%	720
2025 Q2	$13.8K	Buy	109 +81	+289%	+$10.1K	﹤0.01%	716
2025 Q1	$3.46K	Sell	28 -10	-26%	-$1.15K	﹤0.01%	970
2024 Q4	$4.16K	Buy	+38	New	+$4.41K	﹤0.01%	927
2024 Q2	–	Sell	-26	Closed	-$2.61K	–	1143
2024 Q1	$2.68K	Buy	+26	New	+$2.38K	﹤0.01%	870

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's HIG Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Hartford Financial Services (HIG) stake by 17% in Q2 2026, selling an estimated $3.74K and leaving 135 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Bogart Wealth LLC first reported a position in HIG in Q1 2024 and has held it in 8 quarters since. The position peaked at $22K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Bogart Wealth LLC held 135 shares of Hartford Financial Services worth $17.9K as of Q2 2026.
Bogart Wealth LLC sold 28 Hartford Financial Services shares in Q2 2026, an estimated $3.74K.
Hartford Financial Services made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #827 holding.
Bogart Wealth LLC first reported a position in Hartford Financial Services in Q1 2024 and has held it in 8 quarters since.
Bogart Wealth LLC's Hartford Financial Services position peaked at $22K in Q1 2026.
1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.