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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
Q2 		$1.11M Sell
8,395
-219
-3% -$29.3K 0.01% 1155
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Concepts's HIG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Hartford Financial Services (HIG) stake by 2.5% in Q2 2026, selling an estimated $29.3K and leaving 8,395 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1155.

Integrated Wealth Concepts first reported a position in HIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Integrated Wealth Concepts held 8,395 shares of Hartford Financial Services worth $1.11M as of Q2 2026.
  • Integrated Wealth Concepts sold 219 Hartford Financial Services shares in Q2 2026, an estimated $29.3K.
  • Hartford Financial Services made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1155 holding.
  • Integrated Wealth Concepts first reported a position in Hartford Financial Services in Q4 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Hartford Financial Services position peaked at $1.16M in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.