IWA
HIG icon

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

Icon 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 		$668K Sell
5,037
-9,331
-65% -$1.25M 0.04% 248
2026
Q1 		$1.96M Buy
14,368
+116
+0.8% +$15.8K 0.13% 108
2025
Q4 		$1.96M Buy
14,252
+2,885
+25% +$381K 0.13% 110
2025
Q3 		$1.52M Sell
11,367
-149
-1% -$19.1K 0.1% 141
2025
Q2 		$1.46M Buy
11,516
+2,483
+27% +$309K 0.1% 144
2025
Q1 		$1.12M Buy
+9,033
New +$1.04M 0.09% 146

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

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

Icon Wealth Advisors reduced its Hartford Financial Services (HIG) stake by 65% in Q2 2026, selling an estimated $1.25M and leaving 5,037 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #248.

Icon Wealth Advisors first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.96M in Q4 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Icon Wealth Advisors held 5,037 shares of Hartford Financial Services worth $668K as of Q2 2026.
  • Icon Wealth Advisors sold 9,331 Hartford Financial Services shares in Q2 2026, an estimated $1.25M.
  • Hartford Financial Services made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #248 holding.
  • Icon Wealth Advisors first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Icon Wealth Advisors's Hartford Financial Services position peaked at $1.96M in Q4 2025.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.