SteelPeak Wealth’s Hartford Financial Services HIG Stock Holding History

SteelPeak 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
2025 Q3	–	Sell	-1,758	Closed	-$224K	–	618
2025 Q2	$224K	Sell	1,758 -19,509	-92%	-$2.42M	0.01%	475
2025 Q1	$2.64M	Buy	21,267 +11,039	+108%	+$1.27M	0.11%	146
2024 Q4	$1.13M	Sell	10,228 -6,977	-41%	-$809K	0.05%	229
2024 Q3	$2.03M	Sell	17,205 -17,868	-51%	-$1.96M	0.09%	172
2024 Q2	$3.54M	Buy	35,073 +447	+1%	+$44.9K	0.16%	101
2024 Q1	$3.58M	Buy	34,626 +13,710	+66%	+$1.26M	0.18%	100
2023 Q4	$1.69M	Buy	+20,916	New	+$1.58M	0.1%	164
2023 Q2	–	Sell	-29,722	Closed	-$2.08M	–	470
2023 Q1	$2.08M	Sell	29,722 -1,604	-5%	-$119K	0.14%	109
2022 Q4	$2.39M	Buy	31,326 +10,475	+50%	+$754K	0.18%	102
2022 Q3	$1.3M	Sell	20,851 -8,039	-28%	-$523K	0.1%	149
2022 Q2	$1.9M	Buy	+28,890	New	+$2.03M	0.14%	118

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SteelPeak Wealth's HIG Position: Q3 2025 in Review

SteelPeak Wealth sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 1,758 shares — an estimated $224K sold.

SteelPeak Wealth first reported a position in HIG in Q2 2022 and held it in 11 quarters. The position peaked at $3.58M in Q1 2024. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

SteelPeak Wealth reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 1,758 Hartford Financial Services shares in Q3 2025, an estimated $224K.
SteelPeak Wealth first reported a position in Hartford Financial Services in Q2 2022 and held it in 11 quarters.
SteelPeak Wealth's Hartford Financial Services position peaked at $3.58M in Q1 2024.
1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.