HWM
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HB Wealth Management’s Hartford Financial Services HIG Stock Holding History

HB Wealth 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 		$1.32M Sell
9,937
-1,389
-12% -$186K 0.01% 627
2026
Q1 		$1.53M Buy
11,326
+1,765
+18% +$241K 0.01% 511
2025
Q4 		$1.32M Buy
9,561
+609
+7% +$80.4K 0.01% 539
2025
Q3 		$1.19M Buy
8,952
+1,157
+15% +$148K 0.01% 556
2025
Q2 		$989K Buy
7,795
+207
+3% +$25.7K 0.01% 533
2025
Q1 		$939K Buy
7,588
+2,606
+52% +$299K 0.01% 559
2024
Q4 		$545K Buy
4,982
+621
+14% +$72K 0.01% 589
2024
Q3 		$513K Buy
4,361
+186
+4% +$20.4K 0.01% 576
2024
Q2 		$420K Buy
4,175
+1,060
+34% +$106K ﹤0.01% 593
2024
Q1 		$321K Buy
3,115
+21
+0.7% +$1.93K ﹤0.01% 635
2023
Q4 		$249K Sell
3,094
-218
-7% -$16.4K ﹤0.01% 675
2023
Q3 		$235K Buy
+3,312
New +$240K ﹤0.01% 655
2023
Q1 		– Sell
-2,724
Closed -$207K – 728
2022
Q4 		$207K Buy
+2,724
New +$196K ﹤0.01% 639

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

HB Wealth Management's HIG Position: Q2 2026 in Review

HB Wealth Management reduced its Hartford Financial Services (HIG) stake by 12% in Q2 2026, selling an estimated $186K and leaving 9,937 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #627.

HB Wealth Management first reported a position in HIG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.53M in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • HB Wealth Management held 9,937 shares of Hartford Financial Services worth $1.32M as of Q2 2026.
  • HB Wealth Management sold 1,389 Hartford Financial Services shares in Q2 2026, an estimated $186K.
  • Hartford Financial Services made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #627 holding.
  • HB Wealth Management first reported a position in Hartford Financial Services in Q4 2022 and has held it in 13 quarters since.
  • HB Wealth Management's Hartford Financial Services position peaked at $1.53M in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.