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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
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 $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

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

JPL Wealth Management opened a new position in Hartford Financial Services (HIG) in Q1 2026: 125 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in HIG as recently as Q3 2025.

JPL Wealth Management first reported a position in HIG in Q3 2025 and has held it in 2 quarters since. The position peaked at $25.9K in Q3 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • JPL Wealth Management held 125 shares of Hartford Financial Services worth $16.9K as of Q1 2026.
  • Hartford Financial Services was a new JPL Wealth Management position in Q1 2026.
  • Hartford Financial Services made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #427 holding.
  • JPL Wealth Management first reported a position in Hartford Financial Services in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Hartford Financial Services position peaked at $25.9K in Q3 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.