MWA
HIG icon

Medallion Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Medallion Wealth Advisors’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 		$43.9K Sell
331
-852
-72% -$114K 0.01% 491
2026
Q1 		$160K Hold
1,183
– – 0.05% 281
2025
Q4 		$163K Hold
1,183
– – 0.05% 271
2025
Q3 		$158K Hold
1,183
– – 0.06% 265
2025
Q2 		$150K Hold
1,183
– – 0.06% 275
2025
Q1 		$147K Buy
1,183
+71
+6% +$8.14K 0.07% 247
2024
Q4 		$134K Buy
+1,112
New +$129K 0.07% 247

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

Medallion Wealth Advisors's HIG Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Hartford Financial Services (HIG) stake by 72% in Q2 2026, selling an estimated $114K and leaving 331 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #491.

Medallion Wealth Advisors first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $163K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Medallion Wealth Advisors held 331 shares of Hartford Financial Services worth $43.9K as of Q2 2026.
  • Medallion Wealth Advisors sold 852 Hartford Financial Services shares in Q2 2026, an estimated $114K.
  • Hartford Financial Services made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #491 holding.
  • Medallion Wealth Advisors first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Hartford Financial Services position peaked at $163K in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.