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

Dynasty 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 Q1	–	Sell	-2,861	Closed	-$394K	–	357
2025 Q4	$394K	Buy	2,861 +15	+0.5%	+$1.98K	﹤0.01%	256
2025 Q3	$380K	Buy	+2,846	New	+$365K	0.01%	244
2025 Q2	–	Sell	-5,842	Closed	-$723K	–	235
2025 Q1	$723K	Buy	5,842 +212	+4%	+$24.3K	0.01%	175
2024 Q4	$616K	Buy	5,630 +34	+0.6%	+$3.94K	0.01%	187
2024 Q3	$658K	Sell	5,596 -285	-5%	-$31.2K	0.02%	165
2024 Q2	$591K	Sell	5,881 -357	-6%	-$35.8K	0.02%	174
2024 Q1	$643K	Buy	+6,238	New	+$572K	0.02%	163

Other funds holding HIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Dynasty Wealth Management's HIG Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 2,861 shares — an estimated $394K sold.

Dynasty Wealth Management first reported a position in HIG in Q1 2024 and held it in 7 quarters. The position peaked at $723K in Q1 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

Dynasty Wealth Management reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
Dynasty Wealth Management sold 2,861 Hartford Financial Services shares in Q1 2026, an estimated $394K.
Dynasty Wealth Management first reported a position in Hartford Financial Services in Q1 2024 and held it in 7 quarters.
Dynasty Wealth Management's Hartford Financial Services position peaked at $723K in Q1 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.