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 Q2	$1.61M	Buy	12,123 +1,219	+11%	+$163K	0.16%	95
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 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

Impact Partnership Wealth's HIG Position: Q2 2026 in Review

Impact Partnership Wealth increased its Hartford Financial Services (HIG) stake by 11% in Q2 2026, buying an estimated $163K and bringing the position to 12,123 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #95.

Impact Partnership Wealth first reported a position in HIG in Q2 2023 and has held it in 11 quarters since. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Impact Partnership Wealth held 12,123 shares of Hartford Financial Services worth $1.61M as of Q2 2026.
Impact Partnership Wealth bought 1,219 Hartford Financial Services shares in Q2 2026, an estimated $163K.
Hartford Financial Services made up 0.16% of Impact Partnership Wealth's portfolio in Q2 2026, its #95 holding.
Impact Partnership Wealth first reported a position in Hartford Financial Services in Q2 2023 and has held it in 11 quarters since.
1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.