CWP
HIG icon

Curated Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Curated Wealth Partners’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 		$275K Buy
+34,585
New +$4.62M 0.04% 433
2022
Q2 		– Sell
-6,282
Closed -$434K – 144
2022
Q1 		$434K Hold
6,282
– – 0.15% 83
2021
Q4 		$434K Buy
6,282
+11
+0.2% +$776 0.14% 86
2021
Q3 		$441K Buy
6,271
+126
+2% +$8.33K 0.25% 84
2021
Q2 		$381K Buy
6,145
+414
+7% +$27.1K 0.21% 95
2021
Q1 		$383K Sell
5,731
-831
-13% -$44.9K 0.24% 87
2020
Q4 		$321K Buy
+6,562
New +$283K 0.21% 97

Other funds holding HIG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Curated Wealth Partners's HIG Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Hartford Financial Services (HIG) in Q2 2026: 34,585 shares worth $275K. The stake represents 0.04% of the portfolio and ranks #433 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in HIG as recently as Q1 2022.

Curated Wealth Partners first reported a position in HIG in Q4 2020 and has held it in 7 quarters since. The position peaked at $441K in Q3 2021. 160 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Curated Wealth Partners held 34,585 shares of Hartford Financial Services worth $275K as of Q2 2026.
  • Hartford Financial Services was a new Curated Wealth Partners position in Q2 2026.
  • Hartford Financial Services made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #433 holding.
  • Curated Wealth Partners first reported a position in Hartford Financial Services in Q4 2020 and has held it in 7 quarters since.
  • Curated Wealth Partners's Hartford Financial Services position peaked at $441K in Q3 2021.
  • 160 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.