EWA
HIG icon

EP Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

EP Wealth Advisors’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 		$2.19M Sell
16,183
-800
-5% -$109K 0.01% 462
2025
Q4 		$2.34M Buy
+16,983
New +$2.24M 0.01% 410
2025
Q2 		$2.16M Buy
17,028
+417
+3% +$51.8K 0.01% 401
2025
Q1 		$2.06M Sell
16,611
-244
-1% -$28K 0.02% 365
2024
Q4 		$1.84M Sell
16,855
-489
-3% -$56.7K 0.02% 372
2024
Q3 		$2.04M Buy
17,344
+14,825
+589% +$1.63M 0.02% 356
2024
Q2 		$253K Buy
+2,519
New +$253K ﹤0.01% 699

Other funds holding HIG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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