NWWA
HIG icon

New Wave Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

New Wave Wealth Advisors’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 		$255K Buy
+1,913
New +$256K 0.07% 183
2025
Q1 		– Sell
-1,596
Closed -$175K – 363
2024
Q4 		$175K Sell
1,596
-113
-7% -$13.1K 0.07% 147
2024
Q3 		$201K Sell
1,709
-1,196
-41% -$131K 0.09% 146
2024
Q2 		$292K Buy
+2,905
New +$292K 0.16% 99

Other funds holding HIG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

New Wave Wealth Advisors's HIG Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in Hartford Financial Services (HIG) in Q2 2026: 1,913 shares worth $255K. The stake represents 0.07% of the portfolio and ranks #183 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in HIG as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in HIG in Q2 2024 and has held it in 4 quarters since. The position peaked at $292K in Q2 2024. 274 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • New Wave Wealth Advisors held 1,913 shares of Hartford Financial Services worth $255K as of Q2 2026.
  • Hartford Financial Services was a new New Wave Wealth Advisors position in Q2 2026.
  • Hartford Financial Services made up 0.07% of New Wave Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • New Wave Wealth Advisors first reported a position in Hartford Financial Services in Q2 2024 and has held it in 4 quarters since.
  • New Wave Wealth Advisors's Hartford Financial Services position peaked at $292K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.