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Legacy Capital Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Legacy Capital Wealth Partners’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 		$982K Buy
7,410
+279
+4% +$37.3K 0.19% 109
2026
Q1 		$964K Buy
7,131
+577
+9% +$78.8K 0.2% 107
2025
Q4 		$903K Buy
6,554
+607
+10% +$80.1K 0.19% 107
2025
Q3 		$793K Buy
5,947
+402
+7% +$51.6K 0.17% 124
2025
Q2 		$704K Buy
5,545
+204
+4% +$25.4K 0.16% 131
2025
Q1 		$661K Buy
5,341
+180
+3% +$20.6K 0.16% 136
2024
Q4 		$565K Buy
5,161
+876
+20% +$102K 0.14% 151
2024
Q3 		$504K Sell
4,285
-2,863
-40% -$314K 0.1% 194
2024
Q2 		$719K Buy
+7,148
New +$717K 0.18% 108
2024
Q1 		– Sell
-8,710
Closed -$700K – 211
2023
Q4 		$700K Buy
8,710
+375
+4% +$28.2K 0.2% 109
2023
Q3 		$591K Buy
+8,335
New +$605K 0.16% 128
2023
Q2 		– Sell
-6,577
Closed -$458K – 125
2023
Q1 		$458K Buy
+6,577
New +$488K 0.13% 142

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

Legacy Capital Wealth Partners's HIG Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Hartford Financial Services (HIG) stake by 3.9% in Q2 2026, buying an estimated $37.3K and bringing the position to 7,410 shares worth $982K. The position accounts for 0.19% of the portfolio, ranked #109.

Legacy Capital Wealth Partners first reported a position in HIG in Q1 2023 and has held it in 12 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Legacy Capital Wealth Partners held 7,410 shares of Hartford Financial Services worth $982K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 279 Hartford Financial Services shares in Q2 2026, an estimated $37.3K.
  • Hartford Financial Services made up 0.19% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Legacy Capital Wealth Partners first reported a position in Hartford Financial Services in Q1 2023 and has held it in 12 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.