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

Perigon 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 		$347K Sell
2,618
-161
-6% -$21.5K 0.01% 1041
2026
Q1 		$376K Buy
2,779
+20
+0.7% +$2.73K 0.01% 932
2025
Q4 		$380K Sell
2,759
-364
-12% -$48K 0.01% 919
2025
Q3 		$417K Buy
3,123
+15
+0.5% +$1.92K 0.01% 815
2025
Q2 		$394K Buy
3,108
+289
+10% +$35.9K 0.01% 747
2025
Q1 		$349K Sell
2,819
-10
-0.4% -$1.15K 0.01% 751
2024
Q4 		$318K Buy
2,829
+163
+6% +$18.9K 0.01% 795
2024
Q3 		$314K Sell
2,666
-544
-17% -$59.6K 0.01% 774
2024
Q2 		$323K Sell
3,210
-161
-5% -$16.2K 0.01% 665
2024
Q1 		$347K Buy
3,371
+167
+5% +$15.3K 0.01% 637
2023
Q4 		$258K Buy
3,204
+143
+5% +$10.8K 0.01% 705
2023
Q3 		$217K Sell
3,061
-5
-0.2% -$363 0.01% 706
2023
Q2 		$221K Buy
3,066
+93
+3% +$6.53K 0.01% 709
2023
Q1 		$207K Sell
2,973
-137
-4% -$10.2K 0.01% 663
2022
Q4 		$236K Buy
+3,110
New +$224K 0.01% 607
2021
Q1 		– Sell
-587
Closed -$29K – 727
2020
Q4 		$29K Buy
+587
New +$25.3K ﹤0.01% 910
2018
Q2 		– Sell
-51
Closed -$3K – 405
2018
Q1 		$3K Hold
51
– – ﹤0.01% 577
2017
Q4 		$3K Hold
51
– – ﹤0.01% 558
2017
Q3 		$3K Sell
51
-104
-67% -$5.66K ﹤0.01% 585
2017
Q2 		$8K Buy
+155
New +$7.68K ﹤0.01% 507

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

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

Perigon Wealth Management reduced its Hartford Financial Services (HIG) stake by 5.8% in Q2 2026, selling an estimated $21.5K and leaving 2,618 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1041.

Perigon Wealth Management first reported a position in HIG in Q2 2017 and has held it in 20 quarters since. The position peaked at $417K in Q3 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Perigon Wealth Management held 2,618 shares of Hartford Financial Services worth $347K as of Q2 2026.
  • Perigon Wealth Management sold 161 Hartford Financial Services shares in Q2 2026, an estimated $21.5K.
  • Hartford Financial Services made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1041 holding.
  • Perigon Wealth Management first reported a position in Hartford Financial Services in Q2 2017 and has held it in 20 quarters since.
  • Perigon Wealth Management's Hartford Financial Services position peaked at $417K in Q3 2025.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.