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

Daymark 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 		$244K Sell
1,838
-8
-0.4% -$1.07K 0.01% 698
2026
Q1 		$250K Buy
1,846
+28
+2% +$3.82K 0.01% 640
2025
Q4 		$250K Buy
1,818
+16
+0.9% +$2.11K 0.01% 535
2025
Q3 		$240K Buy
1,802
+22
+1% +$2.82K 0.01% 544
2025
Q2 		$226K Buy
1,780
+147
+9% +$18.3K 0.01% 518
2025
Q1 		$202K Buy
+1,633
New +$187K 0.01% 490

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

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

Daymark Wealth Partners reduced its Hartford Financial Services (HIG) stake by 0.43% in Q2 2026, selling an estimated $1.07K and leaving 1,838 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #698.

Daymark Wealth Partners first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $250K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Daymark Wealth Partners held 1,838 shares of Hartford Financial Services worth $244K as of Q2 2026.
  • Daymark Wealth Partners sold 8 Hartford Financial Services shares in Q2 2026, an estimated $1.07K.
  • Hartford Financial Services made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #698 holding.
  • Daymark Wealth Partners first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Daymark Wealth Partners's Hartford Financial Services position peaked at $250K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.