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

Congress 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
2025
Q2 		$338K Buy
2,663
+123
+5% +$15.3K ﹤0.01% 1032
2025
Q1 		$314K Buy
2,540
+132
+5% +$15.1K ﹤0.01% 928
2024
Q4 		$263K Buy
+2,408
New +$279K ﹤0.01% 795

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Congress Wealth Management's HIG Position: Q2 2025 in Review

Congress Wealth Management increased its Hartford Financial Services (HIG) stake by 4.8% in Q2 2025, buying an estimated $15.3K and bringing the position to 2,663 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Congress Wealth Management first reported a position in HIG in Q4 2024 and has held it in 3 quarters since. 1,109 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Congress Wealth Management held 2,663 shares of Hartford Financial Services worth $338K as of Q2 2025.
  • Congress Wealth Management bought 123 Hartford Financial Services shares in Q2 2025, an estimated $15.3K.
  • Hartford Financial Services made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1032 holding.
  • Congress Wealth Management first reported a position in Hartford Financial Services in Q4 2024 and has held it in 3 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.