KPWS
HIG icon

Kestra Private Wealth Services’s Hartford Financial Services HIG Stock Holding History

Kestra Private Wealth Services’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 		$501K Sell
3,784
-363
-9% -$48.5K 0.01% 1234
2026
Q1 		$561K Sell
4,147
-250
-6% -$34.1K 0.01% 1139
2025
Q4 		$606K Sell
4,397
-662
-13% -$87.3K 0.01% 1061
2025
Q3 		$675K Buy
5,059
+56
+1% +$7.18K 0.01% 954
2025
Q2 		$635K Buy
5,003
+11
+0.2% +$1.37K 0.01% 931
2025
Q1 		$618K Buy
4,992
+749
+18% +$85.9K 0.01% 864
2024
Q4 		$464K Buy
4,243
+2,080
+96% +$241K 0.01% 950
2024
Q3 		$254K Sell
2,163
-379
-15% -$41.6K ﹤0.01% 1156
2024
Q2 		$256K Buy
2,542
+67
+3% +$6.72K 0.01% 1111
2024
Q1 		$255K Buy
+2,475
New +$227K 0.01% 1077

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

Kestra Private Wealth Services's HIG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Hartford Financial Services (HIG) stake by 8.8% in Q2 2026, selling an estimated $48.5K and leaving 3,784 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #1234.

Kestra Private Wealth Services first reported a position in HIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $675K in Q3 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Kestra Private Wealth Services held 3,784 shares of Hartford Financial Services worth $501K as of Q2 2026.
  • Kestra Private Wealth Services sold 363 Hartford Financial Services shares in Q2 2026, an estimated $48.5K.
  • Hartford Financial Services made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1234 holding.
  • Kestra Private Wealth Services first reported a position in Hartford Financial Services in Q1 2024 and has held it in 10 quarters since.
  • Kestra Private Wealth Services's Hartford Financial Services position peaked at $675K in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.