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Physician Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Physician 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 		$6.1K Sell
46
-76
-62% -$10.2K ﹤0.01% 1019
2026
Q1 		$16.5K Buy
122
+102
+510% +$13.9K ﹤0.01% 671
2025
Q4 		$2.76K Sell
20
-83
-81% -$11K ﹤0.01% 1162
2025
Q3 		$13.7K Buy
103
+99
+2,475% +$12.7K ﹤0.01% 661
2025
Q2 		$508 Buy
+4
New +$497 ﹤0.01% 1706

Other funds holding HIG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Physician Wealth Advisors's HIG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Hartford Financial Services (HIG) stake by 62% in Q2 2026, selling an estimated $10.2K and leaving 46 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Physician Wealth Advisors first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.5K in Q1 2026. 512 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Physician Wealth Advisors held 46 shares of Hartford Financial Services worth $6.1K as of Q2 2026.
  • Physician Wealth Advisors sold 76 Hartford Financial Services shares in Q2 2026, an estimated $10.2K.
  • Hartford Financial Services made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1019 holding.
  • Physician Wealth Advisors first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Hartford Financial Services position peaked at $16.5K in Q1 2026.
  • 512 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.