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

Spire 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 		$671K Buy
5,062
+378
+8% +$50.5K 0.02% 483
2026
Q1 		$633K Sell
4,684
-11,919
-72% -$1.63M 0.02% 488
2025
Q4 		$2.29M Buy
16,603
+12,686
+324% +$1.67M 0.08% 228
2025
Q3 		$522K Sell
3,917
-10,633
-73% -$1.36M 0.02% 516
2025
Q2 		$1.82M Buy
14,550
+9,741
+203% +$1.21M 0.07% 253
2025
Q1 		$595K Buy
4,809
+713
+17% +$81.7K 0.02% 525
2024
Q4 		$448K Sell
4,096
-13,201
-76% -$1.53M 0.01% 578
2024
Q3 		$2.03M Buy
17,297
+14,334
+484% +$1.57M 0.07% 229
2024
Q2 		$298K Buy
2,963
+868
+41% +$87.1K 0.01% 619
2024
Q1 		$216K Sell
2,095
-171
-8% -$15.7K ﹤0.01% 748
2023
Q4 		$193K Buy
2,266
+224
+11% +$16.9K 0.01% 772
2023
Q3 		$145K Sell
2,042
-85
-4% -$6.17K 0.01% 816
2023
Q2 		$153K Buy
2,127
+78
+4% +$5.48K 0.01% 812
2023
Q1 		$143K Buy
2,049
+161
+9% +$12K 0.01% 842
2022
Q4 		$143K Buy
1,888
+170
+10% +$12.2K 0.01% 633
2022
Q3 		$106K Sell
1,718
-334
-16% -$21.7K 0.01% 695
2022
Q2 		$134K Sell
2,052
-1,251
-38% -$87.7K 0.01% 918
2022
Q1 		$237K Buy
3,303
+173
+6% +$12.2K 0.01% 818
2021
Q4 		$216K Buy
3,130
+199
+7% +$14K ﹤0.01% 1058
2021
Q3 		$206K Buy
2,931
+29
+1% +$1.92K 0.01% 905
2021
Q2 		$180K Sell
2,902
-1,025
-26% -$67.2K ﹤0.01% 973
2021
Q1 		$262K Buy
+3,927
New +$212K 0.01% 940

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

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

Spire Wealth Management increased its Hartford Financial Services (HIG) stake by 8.1% in Q2 2026, buying an estimated $50.5K and bringing the position to 5,062 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #483.

Spire Wealth Management first reported a position in HIG in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.29M in Q4 2025. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Spire Wealth Management held 5,062 shares of Hartford Financial Services worth $671K as of Q2 2026.
  • Spire Wealth Management bought 378 Hartford Financial Services shares in Q2 2026, an estimated $50.5K.
  • Hartford Financial Services made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #483 holding.
  • Spire Wealth Management first reported a position in Hartford Financial Services in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Hartford Financial Services position peaked at $2.29M in Q4 2025.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.