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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
Q2 		$384K Sell
2,898
-1,708
-37% -$228K 0.04% 366
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 $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

Maridea Wealth Management's HIG Position: Q2 2026 in Review

Maridea Wealth Management reduced its Hartford Financial Services (HIG) stake by 37% in Q2 2026, selling an estimated $228K and leaving 2,898 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #366.

Maridea Wealth Management first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $623K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Maridea Wealth Management held 2,898 shares of Hartford Financial Services worth $384K as of Q2 2026.
  • Maridea Wealth Management sold 1,708 Hartford Financial Services shares in Q2 2026, an estimated $228K.
  • Hartford Financial Services made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Maridea Wealth Management first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Maridea Wealth Management's Hartford Financial Services position peaked at $623K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.