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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
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% -$3.33K 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 $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

Principle Wealth Partners's HIG Position: Q2 2026 in Review

Principle Wealth Partners reduced its Hartford Financial Services (HIG) stake by 8.3% in Q2 2026, selling an estimated $21.4K and leaving 1,774 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #365.

Principle Wealth Partners first reported a position in HIG in Q2 2020 and has held it in 6 quarters since. The position peaked at $287K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Principle Wealth Partners held 1,774 shares of Hartford Financial Services worth $235K as of Q2 2026.
  • Principle Wealth Partners sold 160 Hartford Financial Services shares in Q2 2026, an estimated $21.4K.
  • Hartford Financial Services made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #365 holding.
  • Principle Wealth Partners first reported a position in Hartford Financial Services in Q2 2020 and has held it in 6 quarters since.
  • Principle Wealth Partners's Hartford Financial Services position peaked at $287K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.