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CreativeOne Wealth’s Hartford Financial Services HIG Stock Holding History

CreativeOne Wealth’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 		$370K Sell
2,789
-1,522
-35% -$204K 0.01% 907
2026
Q1 		$583K Buy
4,311
+113
+3% +$15.4K 0.01% 750
2025
Q4 		$578K Sell
4,198
-8
-0.2% -$1.06K 0.01% 742
2025
Q3 		$561K Sell
4,206
-6,803
-62% -$873K 0.01% 734
2025
Q2 		$1.4M Sell
11,009
-282
-2% -$35K 0.04% 439
2025
Q1 		$1.4M Sell
11,291
-476
-4% -$54.6K 0.04% 389
2024
Q4 		$1.29M Buy
11,767
+424
+4% +$49.2K 0.04% 397
2024
Q3 		$1.33M Buy
11,343
+8,698
+329% +$954K 0.05% 354
2024
Q2 		$266K Sell
2,645
-51
-2% -$5.12K 0.01% 650
2024
Q1 		$278K Buy
+2,696
New +$247K 0.01% 742

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

CreativeOne Wealth's HIG Position: Q2 2026 in Review

CreativeOne Wealth reduced its Hartford Financial Services (HIG) stake by 35% in Q2 2026, selling an estimated $204K and leaving 2,789 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #907.

CreativeOne Wealth first reported a position in HIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q1 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • CreativeOne Wealth held 2,789 shares of Hartford Financial Services worth $370K as of Q2 2026.
  • CreativeOne Wealth sold 1,522 Hartford Financial Services shares in Q2 2026, an estimated $204K.
  • Hartford Financial Services made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #907 holding.
  • CreativeOne Wealth first reported a position in Hartford Financial Services in Q1 2024 and has held it in 10 quarters since.
  • CreativeOne Wealth's Hartford Financial Services position peaked at $1.4M in Q1 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.