CWC
HIG icon

Carolinas Wealth Consulting’s Hartford Financial Services HIG Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-717
Closed -$88.7K – 402
2025
Q1 		$88.7K Sell
717
-21
-3% -$2.41K 0.02% 262
2024
Q4 		$81K Hold
738
– – 0.02% 287
2024
Q3 		$87K Buy
738
+593
+409% +$65K 0.02% 286
2024
Q2 		$14.5K Buy
145
+1
+0.7% +$100 ﹤0.01% 515
2024
Q1 		$14.8K Buy
144
+17
+13% +$1.56K ﹤0.01% 508
2023
Q4 		$10.3K Sell
127
-2
-2% -$151 ﹤0.01% 537
2023
Q3 		$9.47K Sell
129
-1,346
-91% -$97.7K ﹤0.01% 526
2023
Q2 		$107K Sell
1,475
-57
-4% -$4K 0.02% 251
2023
Q1 		$107K Sell
1,532
-9
-0.6% -$668 0.02% 261
2022
Q4 		$118K Sell
1,541
-6
-0.4% -$432 0.03% 240
2022
Q3 		$96K Buy
1,547
+6
+0.4% +$390 0.02% 247
2022
Q2 		$101K Sell
1,541
-123
-7% -$8.62K 0.03% 243
2022
Q1 		$120K Sell
1,664
-102
-6% -$7.19K 0.03% 231
2021
Q4 		$123K Buy
1,766
+132
+8% +$9.31K 0.03% 237
2021
Q3 		$115K Sell
1,634
-1,234
-43% -$81.6K 0.03% 226
2021
Q2 		$179K Buy
2,868
+4
+0.1% +$262 0.04% 183
2021
Q1 		$192K Hold
2,864
– – 0.05% 168
2020
Q4 		$141K Buy
2,864
+1,737
+154% +$74.9K 0.04% 187
2020
Q3 		$42K Buy
+1,127
New +$44.9K 0.01% 299

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Carolinas Wealth Consulting's HIG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 717 shares — an estimated $88.7K sold.

Carolinas Wealth Consulting first reported a position in HIG in Q3 2020 and held it in 19 quarters. The position peaked at $192K in Q1 2021. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 717 Hartford Financial Services shares in Q2 2025, an estimated $88.7K.
  • Carolinas Wealth Consulting first reported a position in Hartford Financial Services in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Hartford Financial Services position peaked at $192K in Q1 2021.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.