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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
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 $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

Medallion Wealth Advisors's HIG Position: Q1 2026 in Review

Medallion Wealth Advisors held its Hartford Financial Services (HIG) position steady in Q1 2026 at 1,183 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #281.

Medallion Wealth Advisors first reported a position in HIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $163K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Medallion Wealth Advisors held 1,183 shares of Hartford Financial Services worth $160K as of Q1 2026.
  • Medallion Wealth Advisors left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #281 holding.
  • Medallion Wealth Advisors first reported a position in Hartford Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Hartford Financial Services position peaked at $163K in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.