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Phillips Wealth Planners’s Hartford Financial Services HIG Stock Holding History

Phillips Wealth Planners’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 		$211K Buy
+1,513
New +$202K 0.16% 206
2025
Q4 		– Sell
-1,581
Closed -$210K – 199
2025
Q3 		$210K Buy
+1,581
New +$203K 0.17% 192
2024
Q4 		– Sell
-1,688
Closed -$202K – 182
2024
Q3 		$202K Buy
+1,688
New +$185K 0.19% 191

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

Phillips Wealth Planners's HIG Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in Hartford Financial Services (HIG) in Q2 2026: 1,513 shares worth $211K. The stake represents 0.16% of the portfolio and ranks #206 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in HIG as recently as Q3 2025.

Phillips Wealth Planners first reported a position in HIG in Q3 2024 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Phillips Wealth Planners held 1,513 shares of Hartford Financial Services worth $211K as of Q2 2026.
  • Hartford Financial Services was a new Phillips Wealth Planners position in Q2 2026.
  • Hartford Financial Services made up 0.16% of Phillips Wealth Planners's portfolio in Q2 2026, its #206 holding.
  • Phillips Wealth Planners first reported a position in Hartford Financial Services in Q3 2024 and has held it in 3 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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