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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
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% -$3.33K 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

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

Principle Wealth Partners's HIG Position: Q1 2026 in Review

Principle Wealth Partners reduced its Hartford Financial Services (HIG) stake by 7.2% in Q1 2026, selling an estimated $20.5K and leaving 1,934 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #329.

Principle Wealth Partners first reported a position in HIG in Q2 2020 and has held it in 5 quarters since. The position peaked at $287K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Principle Wealth Partners held 1,934 shares of Hartford Financial Services worth $262K as of Q1 2026.
  • Principle Wealth Partners sold 150 Hartford Financial Services shares in Q1 2026, an estimated $20.5K.
  • Hartford Financial Services made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #329 holding.
  • Principle Wealth Partners first reported a position in Hartford Financial Services in Q2 2020 and has held it in 5 quarters since.
  • Principle Wealth Partners's Hartford Financial Services position peaked at $287K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.