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Dogwood Wealth Management’s Hartford Financial Services HIG Stock Holding History

Dogwood Wealth Management’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 		$2.25K Sell
17
-12
-41% -$1.6K ﹤0.01% 650
2026
Q1 		$3.92K Buy
29
+14
+93% +$1.91K ﹤0.01% 526
2025
Q4 		$2.07K Sell
15
-8
-35% -$1.06K ﹤0.01% 555
2025
Q3 		$3.08K Buy
23
+8
+53% +$1.03K ﹤0.01% 473
2025
Q2 		$1.84K Sell
15
-4
-21% -$497 ﹤0.01% 567
2025
Q1 		$2.35K Buy
+19
New +$2.18K ﹤0.01% 320
2024
Q3 		– Hold
0
– – – 359
2024
Q2 		– Hold
0
– – – 388
2024
Q1 		– Hold
0
– – – 423
2023
Q4 		– Hold
0
– – – 416

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

Dogwood Wealth Management's HIG Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Hartford Financial Services (HIG) stake by 41% in Q2 2026, selling an estimated $1.6K and leaving 17 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Dogwood Wealth Management first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.92K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Dogwood Wealth Management held 17 shares of Hartford Financial Services worth $2.25K as of Q2 2026.
  • Dogwood Wealth Management sold 12 Hartford Financial Services shares in Q2 2026, an estimated $1.6K.
  • Hartford Financial Services made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #650 holding.
  • Dogwood Wealth Management first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Hartford Financial Services position peaked at $3.92K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.