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Private Wealth Asset Management’s Hartford Financial Services HIG Stock Holding History

Private Wealth Asset Management’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 		$14.2K Hold
107
– – ﹤0.01% 640
2026
Q1 		$14.5K Hold
107
– – ﹤0.01% 621
2025
Q4 		$14.7K Hold
107
– – ﹤0.01% 600
2025
Q3 		$14.3K Hold
107
– – ﹤0.01% 576
2025
Q2 		$13.6K Sell
107
-10
-9% -$1.24K ﹤0.01% 600
2025
Q1 		$14.5K Buy
+117
New +$13.4K ﹤0.01% 561

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

Private Wealth Asset Management's HIG Position: Q2 2026 in Review

Private Wealth Asset Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 107 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Private Wealth Asset Management first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.7K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Private Wealth Asset Management held 107 shares of Hartford Financial Services worth $14.2K as of Q2 2026.
  • Private Wealth Asset Management left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #640 holding.
  • Private Wealth Asset Management first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Hartford Financial Services position peaked at $14.7K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.