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

Mascoma 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 		$2.25K Hold
17
– – ﹤0.01% 444
2026
Q1 		$2.3K Buy
17
+11
+183% +$1.5K ﹤0.01% 410
2025
Q4 		$827 Hold
6
– – ﹤0.01% 477
2025
Q3 		$800 Buy
+6
New +$770 ﹤0.01% 443

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

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

Mascoma Wealth Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 17 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Mascoma Wealth Management first reported a position in HIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.3K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Mascoma Wealth Management held 17 shares of Hartford Financial Services worth $2.25K as of Q2 2026.
  • Mascoma Wealth Management left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #444 holding.
  • Mascoma Wealth Management first reported a position in Hartford Financial Services in Q3 2025 and has held it in 4 quarters since.
  • Mascoma Wealth Management's Hartford Financial Services position peaked at $2.3K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.