Strategic Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Strategic Wealth Partners’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	$2.52K	Hold	19	–	–	﹤0.01%	1166
2026 Q1	$2.57K	Hold	19	–	–	﹤0.01%	1142
2025 Q4	$2.62K	Hold	19	–	–	﹤0.01%	1166
2025 Q3	$2.53K	Hold	19	–	–	﹤0.01%	1145
2025 Q2	$2.41K	Buy	+19	New	+$2.36K	﹤0.01%	993
2019 Q4	–	Sell	-3	Closed	–	–	286
2019 Q3	$0	Hold	3	–	–	﹤0.01%	745
2019 Q2	$0	Hold	3	–	–	﹤0.01%	769
2019 Q1	$0	Buy	+3	New	+$142	﹤0.01%	788

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Strategic Wealth Partners's HIG Position: Q2 2026 in Review

Strategic Wealth Partners held its Hartford Financial Services (HIG) position steady in Q2 2026 at 19 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Strategic Wealth Partners first reported a position in HIG in Q1 2019 and has held it in 8 quarters since. The position peaked at $2.62K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Strategic Wealth Partners held 19 shares of Hartford Financial Services worth $2.52K as of Q2 2026.
Strategic Wealth Partners left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1166 holding.
Strategic Wealth Partners first reported a position in Hartford Financial Services in Q1 2019 and has held it in 8 quarters since.
Strategic Wealth Partners's Hartford Financial Services position peaked at $2.62K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.