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Impact Partnership Wealth’s Hartford Financial Services HIG Stock Holding History

Impact Partnership 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
Q1 		$1.47M Buy
10,904
+810
+8% +$111K 0.18% 78
2025
Q4 		$1.39M Buy
10,094
+3,083
+44% +$407K 0.18% 76
2025
Q3 		$935K Buy
7,011
+1,634
+30% +$210K 0.14% 97
2025
Q2 		$682K Buy
+5,377
New +$668K 0.13% 91
2025
Q1 		– Sell
-4,583
Closed -$501K – 297
2024
Q4 		$501K Buy
4,583
+491
+12% +$56.9K 0.1% 127
2024
Q3 		$481K Buy
+4,092
New +$449K 0.11% 117
2024
Q2 		– Sell
-2,678
Closed -$276K – 415
2024
Q1 		$276K Buy
2,678
+2,651
+9,819% +$243K 0.11% 131
2023
Q4 		$2.17K Sell
27
-3,666
-99% -$276K ﹤0.01% 681
2023
Q3 		$262K Buy
3,693
+3,651
+8,693% +$265K 0.08% 143
2023
Q2 		$3.02K Buy
+42
New +$2.95K ﹤0.01% 572

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Impact Partnership Wealth's HIG Position: Q1 2026 in Review

Impact Partnership Wealth increased its Hartford Financial Services (HIG) stake by 8% in Q1 2026, buying an estimated $111K and bringing the position to 10,904 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #78.

Impact Partnership Wealth first reported a position in HIG in Q2 2023 and has held it in 10 quarters since. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Impact Partnership Wealth held 10,904 shares of Hartford Financial Services worth $1.47M as of Q1 2026.
  • Impact Partnership Wealth bought 810 Hartford Financial Services shares in Q1 2026, an estimated $111K.
  • Hartford Financial Services made up 0.18% of Impact Partnership Wealth's portfolio in Q1 2026, its #78 holding.
  • Impact Partnership Wealth first reported a position in Hartford Financial Services in Q2 2023 and has held it in 10 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.