Iron Horse Wealth Management’s Hartford Financial Services HIG Stock Holding History

Iron Horse 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
2025 Q2	$1.52K	Hold	12	–	–	﹤0.01%	493
2025 Q1	$1.49K	Hold	12	–	–	﹤0.01%	486
2024 Q4	$1.31K	Hold	12	–	–	﹤0.01%	419
2024 Q3	$1.41K	Hold	12	–	–	﹤0.01%	412
2024 Q2	$1.21K	Hold	12	–	–	﹤0.01%	395
2024 Q1	$1.24K	Hold	12	–	–	﹤0.01%	388
2023 Q4	$965	Hold	12	–	–	﹤0.01%	429
2023 Q3	$851	Buy	+12	New	+$871	﹤0.01%	441

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Iron Horse Wealth Management's HIG Position: Q2 2025 in Review

Iron Horse Wealth Management held its Hartford Financial Services (HIG) position steady in Q2 2025 at 12 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Iron Horse Wealth Management first reported a position in HIG in Q3 2023 and has held it in 8 quarters since. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

Iron Horse Wealth Management held 12 shares of Hartford Financial Services worth $1.52K as of Q2 2025.
Iron Horse Wealth Management left its Hartford Financial Services share count unchanged in Q2 2025.
Hartford Financial Services made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #493 holding.
Iron Horse Wealth Management first reported a position in Hartford Financial Services in Q3 2023 and has held it in 8 quarters since.
1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.