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

Elevation 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 		$12.5K Buy
94
+44
+88% +$5.88K ﹤0.01% 741
2026
Q1 		$6.76K Buy
50
+26
+108% +$3.55K ﹤0.01% 609
2025
Q4 		$3.31K Buy
24
+21
+700% +$2.77K ﹤0.01% 708
2025
Q3 		$401 Buy
+3
New +$385 ﹤0.01% 830

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

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

Elevation Wealth Partners increased its Hartford Financial Services (HIG) stake by 88% in Q2 2026, buying an estimated $5.88K and bringing the position to 94 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Elevation Wealth Partners first reported a position in HIG in Q3 2025 and has held it in 4 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Elevation Wealth Partners held 94 shares of Hartford Financial Services worth $12.5K as of Q2 2026.
  • Elevation Wealth Partners bought 44 Hartford Financial Services shares in Q2 2026, an estimated $5.88K.
  • Hartford Financial Services made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #741 holding.
  • Elevation Wealth Partners first reported a position in Hartford Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.