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Maridea Wealth Management’s Hartford Financial Services HIG Stock Holding History

Maridea Wealth Management’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 		$623K Buy
4,606
+2,792
+154% +$381K 0.09% 221
2025
Q4 		$250K Sell
1,814
-87
-5% -$11.5K 0.04% 358
2025
Q3 		$235K Buy
1,901
+225
+13% +$28.9K 0.04% 371
2025
Q2 		$213K Sell
1,676
-1,967
-54% -$244K 0.06% 254
2025
Q1 		$451K Buy
+3,643
New +$418K 0.15% 143

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
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

Maridea Wealth Management's HIG Position: Q1 2026 in Review

Maridea Wealth Management increased its Hartford Financial Services (HIG) stake by 154% in Q1 2026, buying an estimated $381K and bringing the position to 4,606 shares worth $623K. The position accounts for 0.09% of the portfolio, ranked #221.

Maridea Wealth Management first reported a position in HIG in Q1 2025 and has held it in 5 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Maridea Wealth Management held 4,606 shares of Hartford Financial Services worth $623K as of Q1 2026.
  • Maridea Wealth Management bought 2,792 Hartford Financial Services shares in Q1 2026, an estimated $381K.
  • Hartford Financial Services made up 0.09% of Maridea Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Maridea Wealth Management first reported a position in Hartford Financial Services in Q1 2025 and has held it in 5 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.