Simplicity Wealth’s Hartford Financial Services HIG Stock Holding History

Simplicity Wealth’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	$253K	Buy	+1,910	New	+$255K	0.01%	902
2026 Q1	–	Sell	-1,518	Closed	-$209K	–	772
2025 Q4	$209K	Buy	+1,518	New	+$200K	0.01%	661
2025 Q2	–	Sell	-2,005	Closed	-$248K	–	624
2025 Q1	$248K	Sell	2,005 -778	-28%	-$89.2K	0.02%	468
2024 Q4	$304K	Sell	2,783 -591	-18%	-$68.5K	0.06%	233
2024 Q3	$397K	Sell	3,374 -4,672	-58%	-$512K	0.04%	339
2024 Q2	$809K	Sell	8,046 -91	-1%	-$9.13K	0.02%	593
2024 Q1	$839K	Buy	+8,137	New	+$746K	0.02%	567

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Simplicity Wealth's HIG Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Hartford Financial Services (HIG) in Q2 2026: 1,910 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in HIG as recently as Q4 2025.

Simplicity Wealth first reported a position in HIG in Q1 2024 and has held it in 7 quarters since. The position peaked at $839K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Simplicity Wealth held 1,910 shares of Hartford Financial Services worth $253K as of Q2 2026.
Hartford Financial Services was a new Simplicity Wealth position in Q2 2026.
Hartford Financial Services made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #902 holding.
Simplicity Wealth first reported a position in Hartford Financial Services in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's Hartford Financial Services position peaked at $839K in Q1 2024.
1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.