Planned Solutions’s Hartford Financial Services HIG Stock Holding History

Planned Solutions’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	$243K	Hold	1,830	–	–	0.07%	133
2026 Q1	$247K	Hold	1,830	–	–	0.08%	117
2025 Q4	$252K	Hold	1,830	–	–	0.08%	118
2025 Q3	$244K	Hold	1,830	–	–	0.08%	115
2025 Q2	$232K	Hold	1,830	–	–	0.09%	107
2025 Q1	$226K	Hold	1,830	–	–	0.09%	104
2024 Q4	$200K	Buy	1,830 +135	+8%	+$15.7K	0.08%	110
2024 Q3	$199K	Buy	+1,695	New	+$186K	0.08%	113
2024 Q1	–	Sell	-1,500	Closed	-$121K	–	276
2023 Q4	$121K	Buy	+1,500	New	+$113K	0.06%	156
2021 Q1	–	Sell	-1,500	Closed	-$73K	–	205
2020 Q4	$73K	Hold	1,500	–	–	0.06%	144
2020 Q3	$55K	Buy	+1,500	New	+$59.8K	0.05%	137

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Planned Solutions's HIG Position: Q2 2026 in Review

Planned Solutions held its Hartford Financial Services (HIG) position steady in Q2 2026 at 1,830 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #133.

Planned Solutions first reported a position in HIG in Q3 2020 and has held it in 11 quarters since. The position peaked at $252K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Planned Solutions held 1,830 shares of Hartford Financial Services worth $243K as of Q2 2026.
Planned Solutions left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #133 holding.
Planned Solutions first reported a position in Hartford Financial Services in Q3 2020 and has held it in 11 quarters since.
Planned Solutions's Hartford Financial Services position peaked at $252K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.