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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Cyndeo Wealth Partners's HIG Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Hartford Financial Services (HIG) stake by 22% in Q1 2026, buying an estimated $778K and bringing the position to 31,314 shares worth $4.23M. The position accounts for 0.22% of the portfolio, ranked #110.

Cyndeo Wealth Partners first reported a position in HIG in Q2 2025 and has held it in 4 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Cyndeo Wealth Partners held 31,314 shares of Hartford Financial Services worth $4.23M as of Q1 2026.
  • Cyndeo Wealth Partners bought 5,702 Hartford Financial Services shares in Q1 2026, an estimated $778K.
  • Hartford Financial Services made up 0.22% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #110 holding.
  • Cyndeo Wealth Partners first reported a position in Hartford Financial Services in Q2 2025 and has held it in 4 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.