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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $107B AUM 24.58% 1-Year Est. Return

Simplicity Wealth's HIG Position: Q1 2026 in Review

Simplicity Wealth sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 1,518 shares — an estimated $209K sold.

Simplicity Wealth first reported a position in HIG in Q1 2024 and held it in 6 quarters. The position peaked at $839K in Q1 2024. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Simplicity Wealth reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 1,518 Hartford Financial Services shares in Q1 2026, an estimated $209K.
  • Simplicity Wealth first reported a position in Hartford Financial Services in Q1 2024 and held it in 6 quarters.
  • Simplicity Wealth's Hartford Financial Services position peaked at $839K in Q1 2024.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.