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Legacy Wealth Management (Idaho)’s Hartford Financial Services HIG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-9
Closed -$1.22K – 516
2026
Q1 		$1.22K Hold
9
– – ﹤0.01% 843
2025
Q4 		$1.24K Hold
9
– – ﹤0.01% 727
2025
Q3 		$1.2K Hold
9
– – ﹤0.01% 601
2025
Q2 		$1.14K Hold
9
– – ﹤0.01% 583
2025
Q1 		$1.11K Hold
9
– – ﹤0.01% 629
2024
Q4 		$1.02K Sell
9
-21
-70% -$2.44K ﹤0.01% 589
2024
Q3 		$3.53K Buy
+30
New +$3.29K ﹤0.01% 426

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 Wealth Management (Idaho)'s HIG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 9 shares — an estimated $1.22K sold.

Legacy Wealth Management (Idaho) first reported a position in HIG in Q3 2024 and held it in 7 quarters. The position peaked at $3.53K in Q3 2024. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 9 Hartford Financial Services shares in Q2 2026, an estimated $1.22K.
  • Legacy Wealth Management (Idaho) first reported a position in Hartford Financial Services in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Hartford Financial Services position peaked at $3.53K in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.