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Retirement Wealth Solutions’s Hartford Financial Services HIG Stock Holding History

Retirement Wealth Solutions’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 		$928 Sell
7
-5
-42% -$669 ﹤0.01% 666
2026
Q1 		$1.62K Buy
12
+5
+71% +$682 ﹤0.01% 547
2025
Q4 		$965 Hold
7
– – ﹤0.01% 591
2025
Q3 		$934 Buy
+7
New +$898 ﹤0.01% 575

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

Retirement Wealth Solutions's HIG Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Hartford Financial Services (HIG) stake by 42% in Q2 2026, selling an estimated $669 and leaving 7 shares worth $928. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Retirement Wealth Solutions first reported a position in HIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.62K in Q1 2026. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Retirement Wealth Solutions held 7 shares of Hartford Financial Services worth $928 as of Q2 2026.
  • Retirement Wealth Solutions sold 5 Hartford Financial Services shares in Q2 2026, an estimated $669.
  • Hartford Financial Services made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #666 holding.
  • Retirement Wealth Solutions first reported a position in Hartford Financial Services in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Hartford Financial Services position peaked at $1.62K in Q1 2026.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.