PWMG
HIG icon

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

Private Wealth Management Group’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 		$29.3K Hold
221
– – 0.01% 301
2026
Q1 		$29.9K Hold
221
– – 0.01% 260
2025
Q4 		$30.4K Hold
221
– – 0.01% 256
2025
Q3 		$29.4K Hold
221
– – 0.01% 256
2025
Q2 		$28K Buy
221
+133
+151% +$16.5K 0.01% 242
2025
Q1 		$10.9K Hold
88
– – ﹤0.01% 441
2024
Q4 		$9.63K Hold
88
– – ﹤0.01% 486
2024
Q3 		$10.3K Buy
88
+1
+1% +$110 ﹤0.01% 448
2024
Q2 		$8.75K Hold
87
– – ﹤0.01% 483
2024
Q1 		$8.97K Hold
87
– – ﹤0.01% 440
2023
Q4 		$6.99K Buy
+87
New +$6.55K ﹤0.01% 506

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 Management Group's HIG Position: Q2 2026 in Review

Private Wealth Management Group held its Hartford Financial Services (HIG) position steady in Q2 2026 at 221 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #301.

Private Wealth Management Group first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.4K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Private Wealth Management Group held 221 shares of Hartford Financial Services worth $29.3K as of Q2 2026.
  • Private Wealth Management Group left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #301 holding.
  • Private Wealth Management Group first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Hartford Financial Services position peaked at $30.4K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.