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NewEdge Wealth’s Hartford Financial Services HIG Stock Holding History

NewEdge 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
Q2 		$1.74M Sell
13,167
-5,060
-28% -$677K 0.02% 498
2026
Q1 		$2.46M Sell
18,227
-1,133
-6% -$155K 0.03% 372
2025
Q4 		$2.67M Buy
19,360
+2,031
+12% +$268K 0.03% 376
2025
Q3 		$2.22M Buy
17,329
+3,840
+28% +$493K 0.03% 374
2025
Q2 		$1.72M Buy
13,489
+935
+7% +$116K 0.03% 413
2025
Q1 		$1.55M Buy
12,554
+3,836
+44% +$440K 0.03% 400
2024
Q4 		$954K Sell
8,718
-973
-10% -$113K 0.02% 494
2024
Q3 		$1.14M Buy
9,691
+1,978
+26% +$217K 0.02% 448
2024
Q2 		$775K Sell
7,713
-269
-3% -$27K 0.02% 457
2024
Q1 		$778K Buy
7,982
+204
+3% +$18.7K 0.02% 468
2023
Q4 		$625K Sell
7,778
-141
-2% -$10.6K 0.02% 472
2023
Q3 		$562K Buy
7,919
+1,162
+17% +$84.3K 0.02% 447
2023
Q2 		$487K Buy
6,757
+930
+16% +$65.3K 0.02% 461
2023
Q1 		$406K Buy
+5,827
New +$433K 0.02% 448

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

NewEdge Wealth's HIG Position: Q2 2026 in Review

NewEdge Wealth reduced its Hartford Financial Services (HIG) stake by 28% in Q2 2026, selling an estimated $677K and leaving 13,167 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #498.

NewEdge Wealth first reported a position in HIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.67M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • NewEdge Wealth held 13,167 shares of Hartford Financial Services worth $1.74M as of Q2 2026.
  • NewEdge Wealth sold 5,060 Hartford Financial Services shares in Q2 2026, an estimated $677K.
  • Hartford Financial Services made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #498 holding.
  • NewEdge Wealth first reported a position in Hartford Financial Services in Q1 2023 and has held it in 14 quarters since.
  • NewEdge Wealth's Hartford Financial Services position peaked at $2.67M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.