HW
HIG icon

HORAN Wealth’s Hartford Financial Services HIG Stock Holding History

HORAN 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
Q2 		$805K Sell
6,078
-6,050
-50% -$809K 0.1% 108
2026
Q1 		$1.66M Buy
12,128
+6,094
+101% +$832K 0.16% 83
2025
Q4 		$831K Buy
6,034
+23
+0.4% +$3.04K 0.13% 93
2025
Q3 		$802K Buy
6,011
+2,768
+85% +$355K 0.13% 107
2025
Q2 		$411K Buy
+3,243
New +$403K 0.13% 85

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

HORAN Wealth's HIG Position: Q2 2026 in Review

HORAN Wealth reduced its Hartford Financial Services (HIG) stake by 50% in Q2 2026, selling an estimated $809K and leaving 6,078 shares worth $805K. The position accounts for 0.1% of the portfolio, ranked #108.

HORAN Wealth first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • HORAN Wealth held 6,078 shares of Hartford Financial Services worth $805K as of Q2 2026.
  • HORAN Wealth sold 6,050 Hartford Financial Services shares in Q2 2026, an estimated $809K.
  • Hartford Financial Services made up 0.1% of HORAN Wealth's portfolio in Q2 2026, its #108 holding.
  • HORAN Wealth first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Hartford Financial Services position peaked at $1.66M in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.