IBEX Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

IBEX 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	–	Sell	-5,349	Closed	-$723K	–	216
2026 Q1	$723K	Buy	+5,349	New	+$730K	0.07%	132
2025 Q4	–	Sell	-4,981	Closed	-$664K	–	152
2025 Q3	$664K	Buy	4,981 +63	+1%	+$8.08K	0.06%	141
2025 Q2	$624K	Buy	+4,918	New	+$611K	0.07%	139
2025 Q1	–	Sell	-6,555	Closed	-$717K	–	161
2024 Q4	$717K	Buy	+6,555	New	+$760K	0.08%	133
2024 Q3	–	Sell	-4,815	Closed	-$484K	–	155
2024 Q2	$484K	Sell	4,815 -1,376	-22%	-$138K	0.08%	96
2024 Q1	$469K	Buy	6,191 +2,191	+55%	+$201K	0.13%	93
2023 Q4	$340K	Buy	+4,000	New	+$301K	0.07%	96
2023 Q1	–	Sell	-6,191	Closed	-$469K	–	123
2022 Q4	$469K	Buy	+6,191	New	+$446K	0.11%	132
2017 Q1	–	Sell	-1,685	Closed	-$81K	–	195
2016 Q4	$81K	Buy	+1,685	New	+$77.3K	0.04%	153

Other funds holding HIG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

IBEX Wealth Advisors sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 5,349 shares — an estimated $723K sold.

IBEX Wealth Advisors first reported a position in HIG in Q4 2016 and held it in 9 quarters. The position peaked at $723K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

IBEX Wealth Advisors reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 5,349 Hartford Financial Services shares in Q2 2026, an estimated $723K.
IBEX Wealth Advisors first reported a position in Hartford Financial Services in Q4 2016 and held it in 9 quarters.
IBEX Wealth Advisors's Hartford Financial Services position peaked at $723K in Q1 2026.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.