Measured Wealth Private Client Group’s Hartford Financial Services HIG Stock Holding History

Measured Wealth Private Client Group’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	$306K	Sell	2,306 -3,496	-60%	-$467K	0.07%	150
2026 Q1	$785K	Buy	5,802 +887	+18%	+$121K	0.21%	71
2025 Q4	$677K	Buy	4,915 +1,460	+42%	+$193K	0.18%	76
2025 Q3	$461K	Buy	3,455 +607	+21%	+$77.9K	0.12%	105
2025 Q2	$361K	Buy	+2,848	New	+$354K	0.11%	125
2023 Q2	–	Sell	-4,845	Closed	-$338K	–	186
2023 Q1	$338K	Buy	4,845 +155	+3%	+$11.5K	0.13%	121
2022 Q4	$356K	Buy	4,690 +752	+19%	+$54.1K	0.15%	97
2022 Q3	$244K	Buy	3,938 +760	+24%	+$49.5K	0.11%	123
2022 Q2	$208K	Buy	+3,178	New	+$223K	0.09%	165

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Measured Wealth Private Client Group's HIG Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Hartford Financial Services (HIG) stake by 60% in Q2 2026, selling an estimated $467K and leaving 2,306 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #150.

Measured Wealth Private Client Group first reported a position in HIG in Q2 2022 and has held it in 9 quarters since. The position peaked at $785K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Measured Wealth Private Client Group held 2,306 shares of Hartford Financial Services worth $306K as of Q2 2026.
Measured Wealth Private Client Group sold 3,496 Hartford Financial Services shares in Q2 2026, an estimated $467K.
Hartford Financial Services made up 0.07% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #150 holding.
Measured Wealth Private Client Group first reported a position in Hartford Financial Services in Q2 2022 and has held it in 9 quarters since.
Measured Wealth Private Client Group's Hartford Financial Services position peaked at $785K in Q1 2026.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.