NL
HIG icon

NWAM LLC’s Hartford Financial Services HIG Stock Holding History

NWAM LLC’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 		$370K Buy
2,789
+233
+9% +$31.2K 0.02% 511
2026
Q1 		$346K Buy
2,556
+4
+0.2% +$546 0.02% 473
2025
Q4 		$345K Sell
2,552
-27
-1% -$3.56K 0.02% 474
2025
Q3 		$334K Sell
2,579
-249
-9% -$31.9K 0.02% 491
2025
Q2 		$356K Buy
2,828
+1,019
+56% +$127K 0.02% 473
2025
Q1 		$224K Sell
1,809
-1,029
-36% -$118K 0.02% 466
2024
Q4 		$310K Buy
2,838
+16
+0.6% +$1.85K 0.02% 474
2024
Q3 		$332K Buy
+2,822
New +$309K 0.02% 468
2024
Q2 		– Sell
-3,288
Closed -$333K – 311
2024
Q1 		$333K Sell
3,288
-67
-2% -$6.14K 0.03% 412
2023
Q4 		$270K Buy
+3,355
New +$253K 0.02% 458
2023
Q3 		– Sell
-3,285
Closed -$237K – 518
2023
Q2 		$237K Buy
+3,285
New +$231K 0.02% 471
2023
Q1 		– Sell
-3,952
Closed -$300K – 514
2022
Q4 		$300K Buy
+3,952
New +$285K 0.03% 411
2022
Q3 		– Sell
-3,853
Closed -$251K – 506
2022
Q2 		$251K Buy
+3,853
New +$270K 0.02% 441
2021
Q4 		– Sell
-3,108
Closed -$218K – 514
2021
Q3 		$218K Buy
+3,108
New +$205K 0.02% 459
2021
Q2 		– Sell
-4,297
Closed -$287K – 492
2021
Q1 		$287K Sell
4,297
-1,809
-30% -$97.7K 0.03% 388
2020
Q4 		$299K Buy
+6,106
New +$263K 0.03% 348

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

NWAM LLC's HIG Position: Q2 2026 in Review

NWAM LLC increased its Hartford Financial Services (HIG) stake by 9.1% in Q2 2026, buying an estimated $31.2K and bringing the position to 2,789 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #511.

NWAM LLC first reported a position in HIG in Q4 2020 and has held it in 16 quarters since. 257 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • NWAM LLC held 2,789 shares of Hartford Financial Services worth $370K as of Q2 2026.
  • NWAM LLC bought 233 Hartford Financial Services shares in Q2 2026, an estimated $31.2K.
  • Hartford Financial Services made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #511 holding.
  • NWAM LLC first reported a position in Hartford Financial Services in Q4 2020 and has held it in 16 quarters since.
  • 257 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.