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

Modern 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 		$1.06M Buy
7,991
+1,107
+16% +$148K 0.01% 511
2026
Q1 		$927K Buy
6,884
+45
+0.7% +$6.14K 0.02% 435
2025
Q4 		$942K Sell
6,839
-57
-0.8% -$7.52K 0.02% 413
2025
Q3 		$920K Sell
6,896
-8
-0.1% -$1.03K 0.02% 404
2025
Q2 		$876K Buy
6,904
+4
+0.1% +$497 0.02% 386
2025
Q1 		$854K Buy
+6,900
New +$791K 0.03% 330

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

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

Modern Wealth Management increased its Hartford Financial Services (HIG) stake by 16% in Q2 2026, buying an estimated $148K and bringing the position to 7,991 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #511.

Modern Wealth Management first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Modern Wealth Management held 7,991 shares of Hartford Financial Services worth $1.06M as of Q2 2026.
  • Modern Wealth Management bought 1,107 Hartford Financial Services shares in Q2 2026, an estimated $148K.
  • Hartford Financial Services made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Modern Wealth Management first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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