Focus Partners Wealth
HIG icon

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

Focus Partners Wealth’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 		$4.21M Sell
31,083
-8,497
-21% -$1.16M ﹤0.01% 999
2025
Q4 		$5.45M Buy
39,580
+15,249
+63% +$2.01M 0.01% 913
2025
Q3 		$3.23M Buy
24,331
+7,596
+45% +$974K 0.01% 877
2025
Q2 		$2.12M Buy
16,735
+2,363
+16% +$294K ﹤0.01% 884
2025
Q1 		$1.78M Buy
14,372
+3
+0% +$344 ﹤0.01% 877
2024
Q4 		$1.57M Buy
14,369
+2,077
+17% +$241K ﹤0.01% 909
2024
Q3 		$1.45M Buy
+12,292
New +$1.35M ﹤0.01% 854

Other funds holding HIG

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Focus Partners Wealth's HIG Position: Q1 2026 in Review

Focus Partners Wealth reduced its Hartford Financial Services (HIG) stake by 21% in Q1 2026, selling an estimated $1.16M and leaving 31,083 shares worth $4.21M. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Focus Partners Wealth first reported a position in HIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.45M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Focus Partners Wealth held 31,083 shares of Hartford Financial Services worth $4.21M as of Q1 2026.
  • Focus Partners Wealth sold 8,497 Hartford Financial Services shares in Q1 2026, an estimated $1.16M.
  • Hartford Financial Services made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #999 holding.
  • Focus Partners Wealth first reported a position in Hartford Financial Services in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Hartford Financial Services position peaked at $5.45M in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.