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Financial Life Planners’s Hartford Financial Services HIG Stock Holding History

Financial Life Planners’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 		$66.2K Buy
499
+2
+0.4% +$267 0.04% 107
2026
Q1 		$67.2K Buy
+497
New +$67.8K 0.05% 99
2025
Q4 		– Sell
-493
Closed -$65.8K – 167
2025
Q3 		$65.8K Buy
+493
New +$63.2K 0.04% 109
2025
Q1 		– Sell
-487
Closed -$53.2K – 207
2024
Q4 		$53.2K Buy
+487
New +$56.5K 0.04% 113

Other funds holding HIG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Financial Life Planners's HIG Position: Q2 2026 in Review

Financial Life Planners increased its Hartford Financial Services (HIG) stake by 0.4% in Q2 2026, buying an estimated $267 and bringing the position to 499 shares worth $66.2K. The position accounts for 0.04% of the portfolio, ranked #107.

Financial Life Planners first reported a position in HIG in Q4 2024 and has held it in 4 quarters since. The position peaked at $67.2K in Q1 2026. 467 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Financial Life Planners held 499 shares of Hartford Financial Services worth $66.2K as of Q2 2026.
  • Financial Life Planners bought 2 Hartford Financial Services shares in Q2 2026, an estimated $267.
  • Hartford Financial Services made up 0.04% of Financial Life Planners's portfolio in Q2 2026, its #107 holding.
  • Financial Life Planners first reported a position in Hartford Financial Services in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Hartford Financial Services position peaked at $67.2K in Q1 2026.
  • 467 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.