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Pinnacle Wealth Planning Services’s Hartford Financial Services HIG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$298K Buy
2,204
+21
+1% +$2.87K 0.03% 339
2025
Q4 		$301K Buy
2,183
+2
+0.1% +$264 0.03% 322
2025
Q3 		$291K Buy
2,181
+18
+0.8% +$2.31K 0.03% 328
2025
Q2 		$274K Buy
+2,163
New +$269K 0.04% 325
2024
Q4 		– Sell
-2,518
Closed -$296K – 464
2024
Q3 		$296K Hold
2,518
– – 0.04% 309
2024
Q2 		$253K Hold
2,518
– – 0.04% 338
2024
Q1 		$259K Sell
2,518
-7
-0.3% -$642 0.04% 340
2023
Q4 		$203K Sell
2,525
-3,093
-55% -$233K 0.03% 407
2023
Q3 		$398K Hold
5,618
– – 0.07% 199
2023
Q2 		$405K Hold
5,618
– – 0.07% 202
2023
Q1 		$392K Buy
5,618
+17
+0.3% +$1.26K 0.07% 215
2022
Q4 		$425K Sell
5,601
-116
-2% -$8.35K 0.08% 195
2022
Q3 		$354K Sell
5,717
-444
-7% -$28.9K 0.07% 196
2022
Q2 		$403K Buy
6,161
+972
+19% +$68.1K 0.07% 188
2022
Q1 		$373K Hold
5,189
– – 0.07% 224
2021
Q4 		$358K Sell
5,189
-46
-0.9% -$3.25K 0.07% 228
2021
Q3 		$368K Sell
5,235
-3
-0.1% -$198 0.08% 207
2021
Q2 		$325K Sell
5,238
-6
-0.1% -$393 0.08% 217
2021
Q1 		$350K Sell
5,244
-25
-0.5% -$1.35K 0.09% 193
2020
Q4 		$259K Buy
+5,269
New +$227K 0.06% 228
2020
Q3 		– Sell
-5,216
Closed -$201K – 282
2020
Q2 		$201K Sell
5,216
-813
-13% -$31K 0.07% 224
2020
Q1 		$211K Buy
+6,029
New +$314K 0.1% 181

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's HIG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Hartford Financial Services (HIG) stake by 0.96% in Q1 2026, buying an estimated $2.87K and bringing the position to 2,204 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #339.

Pinnacle Wealth Planning Services first reported a position in HIG in Q1 2020 and has held it in 22 quarters since. The position peaked at $425K in Q4 2022. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,204 shares of Hartford Financial Services worth $298K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 21 Hartford Financial Services shares in Q1 2026, an estimated $2.87K.
  • Hartford Financial Services made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #339 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hartford Financial Services in Q1 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Hartford Financial Services position peaked at $425K in Q4 2022.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.