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Insight Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Insight Wealth Partners’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
2022
Q2 		– Sell
-3,134
Closed -$225K – 67
2022
Q1 		$225K Sell
3,134
-1,320
-30% -$93.1K 0.13% 68
2021
Q4 		$308K Buy
+4,454
New +$314K 0.06% 64

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Insight Wealth Partners's HIG Position: Q2 2022 in Review

Insight Wealth Partners sold out of Hartford Financial Services (HIG) in Q2 2022, closing a stake of 3,134 shares — an estimated $225K sold.

Insight Wealth Partners first reported a position in HIG in Q4 2021 and held it in 2 quarters. The position peaked at $308K in Q4 2021. 738 funds tracked by Wall St. Rank hold HIG as of Q2 2022.

  • Insight Wealth Partners reported no remaining Hartford Financial Services position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 3,134 Hartford Financial Services shares in Q2 2022, an estimated $225K.
  • Insight Wealth Partners first reported a position in Hartford Financial Services in Q4 2021 and held it in 2 quarters.
  • Insight Wealth Partners's Hartford Financial Services position peaked at $308K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2022.

Based on Insight Wealth Partners's 13F filing for Q2 2022, filed 13 Jul 2022.