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Kingswood Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Kingswood Wealth Advisors’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 		$331K Buy
2,501
+749
+43% +$100K 0.01% 741
2026
Q1 		$237K Buy
+1,752
New +$239K 0.01% 812

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

Kingswood Wealth Advisors's HIG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Hartford Financial Services (HIG) stake by 43% in Q2 2026, buying an estimated $100K and bringing the position to 2,501 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #741.

Kingswood Wealth Advisors first reported a position in HIG in Q1 2026 and has held it in 2 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Kingswood Wealth Advisors held 2,501 shares of Hartford Financial Services worth $331K as of Q2 2026.
  • Kingswood Wealth Advisors bought 749 Hartford Financial Services shares in Q2 2026, an estimated $100K.
  • Hartford Financial Services made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #741 holding.
  • Kingswood Wealth Advisors first reported a position in Hartford Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.