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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
Q2 		$554K Sell
4,181
-15
-0.4% -$2.01K 0.04% 169
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SHP Wealth Management's HIG Position: Q2 2026 in Review

SHP Wealth Management reduced its Hartford Financial Services (HIG) stake by 0.36% in Q2 2026, selling an estimated $2.01K and leaving 4,181 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #169.

SHP Wealth Management first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $567K in Q1 2026. 1,202 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • SHP Wealth Management held 4,181 shares of Hartford Financial Services worth $554K as of Q2 2026.
  • SHP Wealth Management sold 15 Hartford Financial Services shares in Q2 2026, an estimated $2.01K.
  • Hartford Financial Services made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #169 holding.
  • SHP Wealth Management first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Hartford Financial Services position peaked at $567K in Q1 2026.
  • 1,202 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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