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Jessup Wealth Management’s Hartford Financial Services HIG Stock Holding History

Jessup 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 		– Sell
-65
Closed -$8.97K – 197
2025
Q4 		$8.97K Buy
+65
New +$8.58K ﹤0.01% 246

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jessup Wealth Management's HIG Position: Q1 2026 in Review

Jessup Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 65 shares — an estimated $8.97K sold.

Jessup Wealth Management first reported a position in HIG in Q4 2025 and held it in 1 quarter. The position peaked at $8.97K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Jessup Wealth Management reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 65 Hartford Financial Services shares in Q1 2026, an estimated $8.97K.
  • Jessup Wealth Management first reported a position in Hartford Financial Services in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Hartford Financial Services position peaked at $8.97K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

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