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

Insight Wealth Strategies’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
-21,545
Closed -$2.91M – 189
2026
Q1 		$2.91M Buy
21,545
+1,684
+8% +$230K 0.33% 90
2025
Q4 		$2.74M Buy
19,861
+1,914
+11% +$253K 0.31% 90
2025
Q3 		$2.39M Buy
17,947
+1,147
+7% +$147K 0.28% 94
2025
Q2 		$2.13M Buy
16,800
+2,166
+15% +$269K 0.27% 92
2025
Q1 		$1.81M Buy
14,634
+23
+0.2% +$2.64K 0.24% 98
2024
Q4 		$1.6M Sell
14,611
-477
-3% -$55.3K 0.21% 99
2024
Q3 		$1.77M Buy
15,088
+182
+1% +$20K 0.23% 104
2024
Q2 		$1.5M Buy
14,906
+130
+0.9% +$13K 0.21% 107
2024
Q1 		$1.52M Sell
14,776
-2,420
-14% -$222K 0.22% 111
2023
Q4 		$1.38M Buy
17,196
+735
+4% +$55.4K 0.22% 103
2023
Q3 		$1.17M Buy
16,461
+1,402
+9% +$102K 0.23% 96
2023
Q2 		$1.08M Buy
15,059
+41
+0.3% +$2.88K 0.21% 89
2023
Q1 		$1.05M Sell
15,018
-1,118
-7% -$83K 0.21% 91
2022
Q4 		$1.22M Buy
16,136
+448
+3% +$32.3K 0.24% 77
2022
Q3 		$1.03M Hold
15,688
– – 0.19% 94
2022
Q2 		$1.03M Sell
15,688
-232
-1% -$16.3K 0.19% 94
2022
Q1 		$1.14M Buy
15,920
+2,005
+14% +$141K 0.17% 97
2021
Q4 		$961K Buy
13,915
+2,889
+26% +$204K 0.14% 98
2021
Q3 		$775K Buy
11,026
+548
+5% +$36.2K 0.11% 122
2021
Q2 		$649K Sell
10,478
-6,193
-37% -$406K 0.09% 131
2021
Q1 		$1.11M Buy
16,671
+7,633
+84% +$412K 0.15% 93
2020
Q4 		$443K Buy
9,038
+220
+2% +$9.49K 0.08% 121
2020
Q3 		$325K Buy
+8,818
New +$352K 0.06% 135
2020
Q1 		– Sell
-6,099
Closed -$371K – 173
2019
Q4 		$371K Buy
6,099
+28
+0.5% +$1.68K 0.08% 156
2019
Q3 		$368K Buy
+6,071
New +$355K 0.09% 142

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Insight Wealth Strategies's HIG Position: Q2 2026 in Review

Insight Wealth Strategies sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 21,545 shares — an estimated $2.91M sold.

Insight Wealth Strategies first reported a position in HIG in Q3 2019 and held it in 25 quarters. The position peaked at $2.91M in Q1 2026. 663 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Insight Wealth Strategies reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 21,545 Hartford Financial Services shares in Q2 2026, an estimated $2.91M.
  • Insight Wealth Strategies first reported a position in Hartford Financial Services in Q3 2019 and held it in 25 quarters.
  • Insight Wealth Strategies's Hartford Financial Services position peaked at $2.91M in Q1 2026.
  • 663 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.