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GeoWealth Management’s Hartford Financial Services HIG Stock Holding History

GeoWealth 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
Q2 		$1.36M Sell
10,277
-1,867
-15% -$250K 0.04% 255
2026
Q1 		$1.64M Sell
12,144
-171
-1% -$23.3K 0.06% 189
2025
Q4 		$1.7M Buy
12,315
+405
+3% +$53.4K 0.06% 181
2025
Q3 		$1.59M Sell
11,910
-1,749
-13% -$224K 0.06% 205
2025
Q2 		$1.73M Sell
13,659
-725
-5% -$90.1K 0.07% 173
2025
Q1 		$1.78M Sell
14,384
-592
-4% -$67.9K 0.07% 159
2024
Q4 		$1.64M Buy
14,976
+4,135
+38% +$479K 0.05% 203
2024
Q3 		$1.28M Buy
10,841
+91
+0.8% +$9.98K 0.05% 253
2024
Q2 		$1.08M Buy
10,750
+466
+5% +$46.8K 0.05% 251
2024
Q1 		$1.06M Buy
10,284
+7,571
+279% +$694K 0.04% 282
2023
Q4 		$218K Buy
+2,713
New +$204K 0.02% 483

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

GeoWealth Management's HIG Position: Q2 2026 in Review

GeoWealth Management reduced its Hartford Financial Services (HIG) stake by 15% in Q2 2026, selling an estimated $250K and leaving 10,277 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #255.

GeoWealth Management first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q1 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • GeoWealth Management held 10,277 shares of Hartford Financial Services worth $1.36M as of Q2 2026.
  • GeoWealth Management sold 1,867 Hartford Financial Services shares in Q2 2026, an estimated $250K.
  • Hartford Financial Services made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #255 holding.
  • GeoWealth Management first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Hartford Financial Services position peaked at $1.78M in Q1 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.