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Integrated Wealth Concepts’s Hartford Financial Services HIG Stock Holding History

Integrated Wealth Concepts’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 		$1.16M Buy
8,614
+5,416
+169% +$739K 0.01% 1026
2025
Q4 		$441K Sell
3,198
-3,235
-50% -$427K 0.01% 1156
2025
Q3 		$858K Sell
6,433
-2,096
-25% -$269K 0.01% 1067
2025
Q2 		$1.08M Buy
8,529
+1,707
+25% +$212K 0.01% 877
2025
Q1 		$844K Buy
6,822
+149
+2% +$17.1K 0.01% 902
2024
Q4 		$730K Sell
6,673
-257
-4% -$29.8K 0.01% 961
2024
Q3 		$815K Buy
6,930
+213
+3% +$23.4K 0.01% 884
2024
Q2 		$675K Buy
6,717
+144
+2% +$14.5K 0.01% 925
2024
Q1 		$677K Buy
6,573
+203
+3% +$18.6K 0.01% 922
2023
Q4 		$512K Buy
6,370
+490
+8% +$36.9K 0.01% 993
2023
Q3 		$417K Buy
5,880
+187
+3% +$13.6K 0.01% 1058
2023
Q2 		$410K Buy
5,693
+1,022
+22% +$71.8K 0.01% 1084
2023
Q1 		$326K Buy
4,671
+739
+19% +$54.9K 0.01% 1020
2022
Q4 		$298K Sell
3,932
-159
-4% -$11.4K 0.01% 831
2022
Q3 		$253K Sell
4,091
-4,876
-54% -$317K 0.01% 794
2022
Q2 		$587K Buy
8,967
+4,997
+126% +$350K 0.02% 556
2022
Q1 		$285K Buy
3,970
+39
+1% +$2.75K 0.01% 763
2021
Q4 		$271K Buy
+3,931
New +$277K 0.01% 821

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

Integrated Wealth Concepts's HIG Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Hartford Financial Services (HIG) stake by 169% in Q1 2026, buying an estimated $739K and bringing the position to 8,614 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1026.

Integrated Wealth Concepts first reported a position in HIG in Q4 2021 and has held it in 18 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Integrated Wealth Concepts held 8,614 shares of Hartford Financial Services worth $1.16M as of Q1 2026.
  • Integrated Wealth Concepts bought 5,416 Hartford Financial Services shares in Q1 2026, an estimated $739K.
  • Hartford Financial Services made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1026 holding.
  • Integrated Wealth Concepts first reported a position in Hartford Financial Services in Q4 2021 and has held it in 18 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.