SWM
HIG icon

SHP Wealth Management’s Hartford Financial Services HIG Stock Holding History

SHP Wealth 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
Q1 		$567K Buy
4,196
+199
+5% +$27.2K 0.04% 139
2025
Q4 		$551K Buy
+3,997
New +$527K 0.04% 139

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $123B AUM 38.85% 1-Year Est. Return

SHP Wealth Management's HIG Position: Q1 2026 in Review

SHP Wealth Management increased its Hartford Financial Services (HIG) stake by 5% in Q1 2026, buying an estimated $27.2K and bringing the position to 4,196 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #139.

SHP Wealth Management first reported a position in HIG in Q4 2025 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • SHP Wealth Management held 4,196 shares of Hartford Financial Services worth $567K as of Q1 2026.
  • SHP Wealth Management bought 199 Hartford Financial Services shares in Q1 2026, an estimated $27.2K.
  • Hartford Financial Services made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #139 holding.
  • SHP Wealth Management first reported a position in Hartford Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.