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

JPL 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
Q2 		$16.7K Buy
126
+1
+0.8% +$134 ﹤0.01% 468
2026
Q1 		$16.9K Buy
+125
New +$17.1K ﹤0.01% 427
2025
Q4 		– Sell
-194
Closed -$25.9K – 551
2025
Q3 		$25.9K Buy
+194
New +$24.9K 0.01% 358

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

JPL Wealth Management's HIG Position: Q2 2026 in Review

JPL Wealth Management increased its Hartford Financial Services (HIG) stake by 0.8% in Q2 2026, buying an estimated $134 and bringing the position to 126 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

JPL Wealth Management first reported a position in HIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.9K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • JPL Wealth Management held 126 shares of Hartford Financial Services worth $16.7K as of Q2 2026.
  • JPL Wealth Management bought 1 Hartford Financial Services share in Q2 2026, an estimated $134.
  • Hartford Financial Services made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #468 holding.
  • JPL Wealth Management first reported a position in Hartford Financial Services in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Hartford Financial Services position peaked at $25.9K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.