Principia Wealth Advisory’s Hartford Financial Services HIG Stock Holding History

Principia Wealth Advisory’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	$2.38K	Sell	18 -4	-18%	-$535	﹤0.01%	542
2026 Q1	$2.98K	Buy	22 +6	+38%	+$819	﹤0.01%	412
2025 Q4	$2.21K	Buy	16 +1	+7%	+$132	﹤0.01%	436
2025 Q3	$2K	Buy	15 +5	+50%	+$641	﹤0.01%	433
2025 Q2	$1.27K	Buy	10 +4	+67%	+$497	﹤0.01%	503
2025 Q1	$698	Buy	6 +1	+20%	+$115	﹤0.01%	485
2024 Q4	$547	Buy	+5	New	+$580	﹤0.01%	517

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

Principia Wealth Advisory's HIG Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Hartford Financial Services (HIG) stake by 18% in Q2 2026, selling an estimated $535 and leaving 18 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Principia Wealth Advisory first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98K in Q1 2026. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Principia Wealth Advisory held 18 shares of Hartford Financial Services worth $2.38K as of Q2 2026.
Principia Wealth Advisory sold 4 Hartford Financial Services shares in Q2 2026, an estimated $535.
Hartford Financial Services made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #542 holding.
Principia Wealth Advisory first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Hartford Financial Services position peaked at $2.98K in Q1 2026.
1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.