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

Navigoe 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	$27K	Buy	206 +6	+3%	+$802	0.01%	113
2026 Q1	$27K	Hold	200	–	–	0.02%	92
2025 Q4	$27K	Hold	200	–	–	0.02%	101
2025 Q3	$26K	Hold	200	–	–	0.02%	100
2025 Q2	$25K	Hold	200	–	–	0.02%	88
2025 Q1	$24K	Hold	200	–	–	0.02%	87
2024 Q4	$21K	Buy	+200	New	+$23.2K	0.02%	93

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Navigoe Wealth Management increased its Hartford Financial Services (HIG) stake by 3% in Q2 2026, buying an estimated $802 and bringing the position to 206 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #113.

Navigoe Wealth Management first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Navigoe Wealth Management held 206 shares of Hartford Financial Services worth $27K as of Q2 2026.
Navigoe Wealth Management bought 6 Hartford Financial Services shares in Q2 2026, an estimated $802.
Hartford Financial Services made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #113 holding.
Navigoe Wealth Management first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.