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

Cyndeo 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 		$3.95M Sell
29,837
-1,477
-5% -$197K 0.19% 125
2026
Q1 		$4.23M Buy
31,314
+5,702
+22% +$778K 0.22% 110
2025
Q4 		$3.53M Buy
25,612
+252
+1% +$33.3K 0.19% 118
2025
Q3 		$3.38M Buy
25,360
+64
+0.3% +$8.21K 0.19% 128
2025
Q2 		$3.21M Buy
+25,296
New +$3.14M 0.19% 130

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

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

Cyndeo Wealth Partners reduced its Hartford Financial Services (HIG) stake by 4.7% in Q2 2026, selling an estimated $197K and leaving 29,837 shares worth $3.95M. The position accounts for 0.19% of the portfolio, ranked #125.

Cyndeo Wealth Partners first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.23M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Cyndeo Wealth Partners held 29,837 shares of Hartford Financial Services worth $3.95M as of Q2 2026.
  • Cyndeo Wealth Partners sold 1,477 Hartford Financial Services shares in Q2 2026, an estimated $197K.
  • Hartford Financial Services made up 0.19% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Cyndeo Wealth Partners first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Cyndeo Wealth Partners's Hartford Financial Services position peaked at $4.23M in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.