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Cassaday & Co Wealth Management’s Hartford Financial Services HIG Stock Holding History

Cassaday & Co 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 		– Sell
-13
Closed -$1.76K – 1360
2026
Q1 		$1.76K Buy
+13
New +$1.77K ﹤0.01% 1080

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

Cassaday & Co Wealth Management's HIG Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 13 shares — an estimated $1.76K sold.

Cassaday & Co Wealth Management first reported a position in HIG in Q1 2026 and held it in 1 quarter. The position peaked at $1.76K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 13 Hartford Financial Services shares in Q2 2026, an estimated $1.76K.
  • Cassaday & Co Wealth Management first reported a position in Hartford Financial Services in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Hartford Financial Services position peaked at $1.76K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.