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Smallwood Wealth Investment Management’s Hartford Financial Services HIG Stock Holding History

Smallwood Wealth Investment 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 		– Sell
-300
Closed -$40.6K – 540
2026
Q1 		$40.6K Hold
300
– – 0.02% 196
2025
Q4 		$41.3K Hold
300
– – 0.02% 190
2025
Q3 		$40K Hold
300
– – 0.02% 199
2025
Q2 		$38.1K Hold
300
– – 0.02% 194
2025
Q1 		$37.1K Buy
+300
New +$34.4K 0.02% 186

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

Smallwood Wealth Investment Management's HIG Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 300 shares — an estimated $40.6K sold.

Smallwood Wealth Investment Management first reported a position in HIG in Q1 2025 and held it in 5 quarters. The position peaked at $41.3K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 300 Hartford Financial Services shares in Q2 2026, an estimated $40.6K.
  • Smallwood Wealth Investment Management first reported a position in Hartford Financial Services in Q1 2025 and held it in 5 quarters.
  • Smallwood Wealth Investment Management's Hartford Financial Services position peaked at $41.3K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.