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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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

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