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Naviter Wealth’s Hartford Financial Services HIG Stock Holding History

Naviter Wealth’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 		$546K Sell
4,018
-100
-2% -$13.7K 0.07% 198
2025
Q4 		$570K Buy
4,118
+61
+2% +$8.05K 0.07% 190
2025
Q3 		$543K Buy
4,057
+8
+0.2% +$1.03K 0.06% 191
2025
Q2 		$516K Hold
4,049
– – 0.06% 191
2025
Q1 		$497K Buy
4,049
+39
+1% +$4.47K 0.06% 203
2024
Q4 		$441K Hold
4,010
– – 0.05% 216
2024
Q3 		$474K Buy
4,010
+426
+12% +$46.7K 0.07% 190
2024
Q2 		$362K Hold
3,584
– – 0.05% 192
2024
Q1 		$371K Sell
3,584
-1,122
-24% -$103K 0.06% 194
2023
Q4 		$381K Buy
4,706
+1,118
+31% +$84.2K 0.08% 180
2023
Q3 		$256K Sell
3,588
-62
-2% -$4.5K 0.06% 182
2023
Q2 		$264K Hold
3,650
– – 0.07% 200
2023
Q1 		$256K Sell
3,650
-96
-3% -$7.13K 0.09% 171
2022
Q4 		$286K Sell
3,746
-1,914
-34% -$138K 0.08% 178
2022
Q3 		$353K Buy
5,660
+438
+8% +$28.5K 0.14% 151
2022
Q2 		$344K Sell
5,222
-59,000
-92% -$4.14M 0.14% 151
2022
Q1 		$4.63M Sell
64,222
-1,457
-2% -$103K 1.55% 14
2021
Q4 		$4.56M Buy
+65,679
New +$4.63M 1.36% 19

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

Naviter Wealth's HIG Position: Q1 2026 in Review

Naviter Wealth reduced its Hartford Financial Services (HIG) stake by 2.4% in Q1 2026, selling an estimated $13.7K and leaving 4,018 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #198.

Naviter Wealth first reported a position in HIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.63M in Q1 2022. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Naviter Wealth held 4,018 shares of Hartford Financial Services worth $546K as of Q1 2026.
  • Naviter Wealth sold 100 Hartford Financial Services shares in Q1 2026, an estimated $13.7K.
  • Hartford Financial Services made up 0.07% of Naviter Wealth's portfolio in Q1 2026, its #198 holding.
  • Naviter Wealth first reported a position in Hartford Financial Services in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Hartford Financial Services position peaked at $4.63M in Q1 2022.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.