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Institute for Wealth Management’s Hartford Financial Services HIG Stock Holding History

Institute for Wealth Management’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 		$3.54M Sell
26,207
-80
-0.3% -$10.9K 0.38% 54
2025
Q4 		$3.62M Sell
26,287
-855
-3% -$113K 0.38% 52
2025
Q3 		$3.62M Sell
27,142
-939
-3% -$120K 0.38% 51
2025
Q2 		$3.56M Sell
28,081
-853
-3% -$106K 0.4% 48
2025
Q1 		$3.58M Sell
28,934
-1,007
-3% -$115K 0.46% 43
2024
Q4 		$3.28M Sell
29,941
-129
-0.4% -$15K 0.41% 48
2024
Q3 		$3.54M Sell
30,070
-168
-0.6% -$18.4K 0.45% 41
2024
Q2 		$3.04M Sell
30,238
-439
-1% -$44.1K 0.41% 46
2024
Q1 		$3.16M Buy
30,677
+1,093
+4% +$100K 0.41% 43
2023
Q4 		$2.38M Sell
29,584
-56
-0.2% -$4.22K 0.39% 53
2023
Q3 		$2.1M Sell
29,640
-229
-0.8% -$16.6K 0.38% 60
2023
Q2 		$2.15M Sell
29,869
-67
-0.2% -$4.71K 0.36% 67
2023
Q1 		$2.09M Sell
29,936
-107
-0.4% -$7.95K 0.4% 62
2022
Q4 		$2.28M Sell
30,043
-371
-1% -$26.7K 0.48% 46
2022
Q3 		$1.88M Buy
30,414
+7
+0% +$456 0.42% 54
2022
Q2 		$1.99M Sell
30,407
-97
-0.3% -$6.8K 0.39% 56
2022
Q1 		$2.19M Sell
30,504
-181
-0.6% -$12.8K 0.35% 66
2021
Q4 		$2.12M Hold
30,685
– – 0.35% 68
2021
Q3 		$2.16M Sell
30,685
-100
-0.3% -$6.61K 0.38% 63
2021
Q2 		$1.91M Sell
30,785
-199
-0.6% -$13K 0.34% 72
2021
Q1 		$2.07M Buy
30,984
+67
+0.2% +$3.62K 0.39% 63
2020
Q4 		$1.51M Sell
30,917
-2,598
-8% -$112K 0.3% 84
2020
Q3 		$1.24M Buy
33,515
+217
+0.7% +$8.65K 0.28% 91
2020
Q2 		$1.28M Buy
33,298
+303
+0.9% +$11.5K 0.31% 87
2020
Q1 		$1.16M Sell
32,995
-3,977
-11% -$207K 0.36% 71
2019
Q4 		$2.25M Buy
36,972
+33
+0.1% +$1.98K 0.51% 37
2019
Q3 		$2.24M Sell
36,939
-187
-0.5% -$10.9K 0.56% 36
2019
Q2 		$2.07M Buy
37,126
+631
+2% +$33.3K 0.46% 50
2019
Q1 		$1.81M Buy
+36,495
New +$1.73M 0.39% 54
2018
Q4 		– Sell
-35,537
Closed -$1.76M – 296
2018
Q3 		$1.76M Sell
35,537
-122
-0.3% -$6.27K 0.59% 50
2018
Q2 		$1.82M Buy
35,659
+900
+3% +$47.1K 0.58% 51
2018
Q1 		$1.86M Buy
34,759
+2,044
+6% +$112K 0.55% 51
2017
Q4 		$1.85M Buy
32,715
+1,281
+4% +$71.5K 0.43% 61
2017
Q3 		$1.75M Buy
+31,434
New +$1.71M 0.57% 50
2017
Q2 		– Hold
0
– – – 51

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

Institute for Wealth Management's HIG Position: Q1 2026 in Review

Institute for Wealth Management reduced its Hartford Financial Services (HIG) stake by 0.3% in Q1 2026, selling an estimated $10.9K and leaving 26,207 shares worth $3.54M. The position accounts for 0.38% of the portfolio, ranked #54.

Institute for Wealth Management first reported a position in HIG in Q3 2017 and has held it in 34 quarters since. The position peaked at $3.62M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Institute for Wealth Management held 26,207 shares of Hartford Financial Services worth $3.54M as of Q1 2026.
  • Institute for Wealth Management sold 80 Hartford Financial Services shares in Q1 2026, an estimated $10.9K.
  • Hartford Financial Services made up 0.38% of Institute for Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Institute for Wealth Management first reported a position in Hartford Financial Services in Q3 2017 and has held it in 34 quarters since.
  • Institute for Wealth Management's Hartford Financial Services position peaked at $3.62M in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.