HWA
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HHM Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

HHM Wealth Advisors’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 		$11.7K Hold
88
– – ﹤0.01% 611
2026
Q1 		$11.9K Buy
88
+56
+175% +$7.64K ﹤0.01% 606
2025
Q4 		$4.41K Sell
32
-38
-54% -$5.01K ﹤0.01% 718
2025
Q3 		$9.34K Hold
70
– – ﹤0.01% 650
2025
Q2 		$8.88K Sell
70
-6
-8% -$746 ﹤0.01% 626
2025
Q1 		$9.4K Hold
76
– – ﹤0.01% 602
2024
Q4 		$8.31K Buy
76
+6
+9% +$696 ﹤0.01% 618
2024
Q3 		$8.23K Buy
+70
New +$7.67K ﹤0.01% 589
2022
Q2 		– Sell
-1,017
Closed -$73K – 807
2022
Q1 		$73K Buy
+1,017
New +$71.7K 0.02% 250

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

HHM Wealth Advisors's HIG Position: Q2 2026 in Review

HHM Wealth Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 88 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

HHM Wealth Advisors first reported a position in HIG in Q1 2022 and has held it in 9 quarters since. The position peaked at $73K in Q1 2022. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • HHM Wealth Advisors held 88 shares of Hartford Financial Services worth $11.7K as of Q2 2026.
  • HHM Wealth Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #611 holding.
  • HHM Wealth Advisors first reported a position in Hartford Financial Services in Q1 2022 and has held it in 9 quarters since.
  • HHM Wealth Advisors's Hartford Financial Services position peaked at $73K in Q1 2022.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.