Gerber Kawasaki Wealth & Investment Management’s Hartford Financial Services HIG Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$217K	Buy	1,635 +15	+0.9%	+$2.01K	0.01%	344
2026 Q1	$219K	Buy	1,620 +8	+0.5%	+$1.09K	0.01%	319
2025 Q4	$222K	Buy	1,612 +15	+0.9%	+$1.98K	0.01%	312
2025 Q3	$213K	Sell	1,597 -2	-0.1%	-$257	0.01%	313
2025 Q2	$203K	Sell	1,599 -102	-6%	-$12.7K	0.01%	301
2025 Q1	$211K	Sell	1,701 -140	-8%	-$16.1K	0.01%	284
2024 Q4	$202K	Buy	+1,841	New	+$213K	0.01%	274
2021 Q4	–	Sell	-150	Closed	-$10K	–	628
2021 Q3	$10K	Buy	+150	New	+$9.92K	﹤0.01%	631

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's HIG Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Hartford Financial Services (HIG) stake by 0.93% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,635 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #344.

Gerber Kawasaki Wealth & Investment Management first reported a position in HIG in Q3 2021 and has held it in 8 quarters since. The position peaked at $222K in Q4 2025. 812 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,635 shares of Hartford Financial Services worth $217K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 15 Hartford Financial Services shares in Q2 2026, an estimated $2.01K.
Hartford Financial Services made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #344 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Hartford Financial Services in Q3 2021 and has held it in 8 quarters since.
Gerber Kawasaki Wealth & Investment Management's Hartford Financial Services position peaked at $222K in Q4 2025.
812 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.