Principle Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Principle Wealth Partners’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 Q3	$201K	Sell	1,641 -133	-7%	-$18.3K	0.01%	397
2026 Q2	$235K	Sell	1,774 -160	-8%	-$21.4K	0.01%	365
2026 Q1	$262K	Sell	1,934 -150	-7%	-$20.5K	0.01%	329
2025 Q4	$287K	Hold	2,084	–	–	0.02%	324
2025 Q3	$278K	Sell	2,084 -26	-1%	-$3.34K	0.02%	320
2025 Q2	$268K	Buy	+2,110	New	+$262K	0.02%	324
2020 Q3	–	Sell	-460	Closed	-$18K	–	268
2020 Q2	$18K	Buy	+460	New	+$17.5K	0.01%	361

Other funds holding HIG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Principle Wealth Partners's HIG Position: Q3 2026 in Review

Principle Wealth Partners reduced its Hartford Financial Services (HIG) stake by 7.5% in Q3 2026, selling an estimated $18.3K and leaving 1,641 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #397.

Principle Wealth Partners first reported a position in HIG in Q2 2020 and has held it in 7 quarters since. The position peaked at $287K in Q4 2025. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

Principle Wealth Partners held 1,641 shares of Hartford Financial Services worth $201K as of Q3 2026.
Principle Wealth Partners sold 133 Hartford Financial Services shares in Q3 2026, an estimated $18.3K.
Hartford Financial Services made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #397 holding.
Principle Wealth Partners first reported a position in Hartford Financial Services in Q2 2020 and has held it in 7 quarters since.
Principle Wealth Partners's Hartford Financial Services position peaked at $287K in Q4 2025.
660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.