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

Moran 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 		– Sell
-42,780
Closed -$5.79M – 521
2026
Q1 		$5.79M Buy
42,780
+326
+0.8% +$44.5K 0.18% 175
2025
Q4 		$5.85M Sell
42,454
-1,125
-3% -$148K 0.18% 168
2025
Q3 		$5.81M Buy
43,579
+2,035
+5% +$261K 0.18% 155
2025
Q2 		$5.27M Buy
+41,544
New +$5.16M 0.16% 177

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

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

Moran Wealth Management sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 42,780 shares — an estimated $5.79M sold.

Moran Wealth Management first reported a position in HIG in Q2 2025 and held it in 4 quarters. The position peaked at $5.85M in Q4 2025. 1,192 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Moran Wealth Management reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 42,780 Hartford Financial Services shares in Q2 2026, an estimated $5.79M.
  • Moran Wealth Management first reported a position in Hartford Financial Services in Q2 2025 and held it in 4 quarters.
  • Moran Wealth Management's Hartford Financial Services position peaked at $5.85M in Q4 2025.
  • 1,192 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.