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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 		– Hold
0
– -$76.1K – 619
2025
Q2 		– Hold
0
– – – 531
2025
Q1 		– Hold
0
– – – 529

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
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.