PWMG
HIG icon

Prestige Wealth Management Group’s Hartford Financial Services HIG Stock Holding History

Prestige Wealth Management Group’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 		$79.9K Hold
600
– – 0.01% 228
2026
Q1 		$81.5K Hold
600
– – 0.02% 215
2025
Q4 		$83K Hold
600
– – 0.02% 213
2025
Q3 		$80.3K Hold
600
– – 0.02% 230
2025
Q2 		$76.4K Hold
600
– – 0.02% 229
2025
Q1 		$74.5K Hold
600
– – 0.02% 219
2024
Q4 		$66K Hold
600
– – 0.01% 235
2024
Q3 		$70.8K Hold
600
– – 0.01% 222
2024
Q2 		$60.6K Sell
600
-30
-5% -$3.01K 0.01% 213
2024
Q1 		$65.2K Sell
630
-100
-14% -$9.17K 0.01% 238
2023
Q4 		$59K Sell
730
-1
-0.1% -$75 0.01% 230
2023
Q3 		$52.1K Hold
731
– – 0.01% 239
2023
Q2 		$53K Sell
731
-27
-4% -$1.9K 0.01% 257
2023
Q1 		$53.1K Buy
758
+58
+8% +$4.31K 0.01% 242
2022
Q4 		$53.4K Sell
700
-18
-3% -$1.3K 0.01% 250
2022
Q3 		$45K Hold
718
– – 0.01% 236
2022
Q2 		$47K Hold
718
– – 0.01% 240
2022
Q1 		$51K Hold
718
– – 0.01% 239
2021
Q4 		$49K Hold
718
– – 0.01% 264
2021
Q3 		$50K Hold
718
– – 0.01% 260
2021
Q2 		$44K Hold
718
– – 0.01% 263
2021
Q1 		$48K Hold
718
– – 0.01% 252
2020
Q4 		$35K Sell
718
-126
-15% -$5.43K 0.01% 281
2020
Q3 		$31K Sell
844
-37
-4% -$1.48K 0.01% 302
2020
Q2 		$34K Sell
881
-104
-11% -$3.96K 0.01% 267
2020
Q1 		$35K Buy
985
+285
+41% +$14.8K 0.01% 212
2019
Q4 		$43K Hold
700
– – 0.02% 215
2019
Q3 		$42K Hold
700
– – 0.02% 210
2019
Q2 		$39K Hold
700
– – 0.02% 209
2019
Q1 		$35K Sell
700
-154
-18% -$7.31K 0.02% 211
2018
Q4 		$38K Buy
+854
New +$38.4K 0.03% 217

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

Prestige Wealth Management Group's HIG Position: Q2 2026 in Review

Prestige Wealth Management Group held its Hartford Financial Services (HIG) position steady in Q2 2026 at 600 shares worth $79.9K. The position accounts for 0.01% of the portfolio, ranked #228.

Prestige Wealth Management Group first reported a position in HIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $83K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Prestige Wealth Management Group held 600 shares of Hartford Financial Services worth $79.9K as of Q2 2026.
  • Prestige Wealth Management Group left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #228 holding.
  • Prestige Wealth Management Group first reported a position in Hartford Financial Services in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Hartford Financial Services position peaked at $83K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.