Curio Wealth’s Hartford Financial Services HIG Stock Holding History

Curio 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	–	Sell	-5	Closed	-$676	–	536
2026 Q1	$676	Buy	+5	New	+$682	﹤0.01%	445

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Curio Wealth's HIG Position: Q2 2026 in Review

Curio Wealth sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 5 shares — an estimated $676 sold.

Curio Wealth first reported a position in HIG in Q1 2026 and held it in 1 quarter. The position peaked at $676 in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Curio Wealth reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 Hartford Financial Services shares in Q2 2026, an estimated $676.
Curio Wealth first reported a position in Hartford Financial Services in Q1 2026 and held it in 1 quarter.
Curio Wealth's Hartford Financial Services position peaked at $676 in Q1 2026.
1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.