MWM
HIG icon

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

Mission 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 		$1.1M Buy
8,284
+2,419
+41% +$323K 0.01% 451
2026
Q1 		$793K Sell
5,865
-190
-3% -$25.9K 0.02% 371
2025
Q4 		$834K Buy
6,055
+33
+0.5% +$4.35K 0.02% 374
2025
Q3 		$803K Sell
6,022
-2,555
-30% -$328K 0.02% 381
2025
Q2 		$1.09M Buy
8,577
+11
+0.1% +$1.37K 0.02% 312
2025
Q1 		$1.06M Buy
8,566
+368
+4% +$42.2K 0.03% 291
2024
Q4 		$897K Sell
8,198
-580
-7% -$67.2K 0.02% 314
2024
Q3 		$1.03M Sell
8,778
-1,648
-16% -$181K 0.03% 291
2024
Q2 		$1.05M Buy
10,426
+270
+3% +$27.1K 0.03% 257
2024
Q1 		$1.05M Buy
10,156
+489
+5% +$44.8K 0.03% 285
2023
Q4 		$777K Sell
9,667
-626
-6% -$47.1K 0.03% 284
2023
Q3 		$730K Sell
10,293
-2
-0% -$145 0.03% 277
2023
Q2 		$741K Sell
10,295
-22
-0.2% -$1.54K 0.03% 276
2023
Q1 		$719K Buy
10,317
+653
+7% +$48.5K 0.03% 279
2022
Q4 		$733K Sell
9,664
-99
-1% -$7.13K 0.04% 258
2022
Q3 		$605K Sell
9,763
-16
-0.2% -$1.04K 0.03% 264
2022
Q2 		$640K Buy
9,779
+6,099
+166% +$428K 0.03% 265
2022
Q1 		$264K Sell
3,680
-14
-0.4% -$987 0.01% 451
2021
Q4 		$255K Buy
3,694
+607
+20% +$42.8K 0.01% 467
2021
Q3 		$217K Buy
+3,087
New +$204K 0.01% 476
2021
Q2 		– Sell
-3,069
Closed -$205K – 492
2021
Q1 		$205K Buy
+3,069
New +$166K 0.01% 427
2020
Q1 		– Sell
-12,814
Closed -$779K – 325
2019
Q4 		$779K Buy
+12,814
New +$769K 0.07% 133
2019
Q3 		– Sell
-3,877
Closed -$216K – 327
2019
Q2 		$216K Buy
+3,877
New +$205K 0.02% 294

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

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

Mission Wealth Management increased its Hartford Financial Services (HIG) stake by 41% in Q2 2026, buying an estimated $323K and bringing the position to 8,284 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #451.

Mission Wealth Management first reported a position in HIG in Q2 2019 and has held it in 23 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Mission Wealth Management held 8,284 shares of Hartford Financial Services worth $1.1M as of Q2 2026.
  • Mission Wealth Management bought 2,419 Hartford Financial Services shares in Q2 2026, an estimated $323K.
  • Hartford Financial Services made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #451 holding.
  • Mission Wealth Management first reported a position in Hartford Financial Services in Q2 2019 and has held it in 23 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.