SWGC
HIG icon

Summit Wealth Group (Colorado)’s Hartford Financial Services HIG Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-17,932
Closed -$363K – 417
2025
Q3 		$363K Buy
+17,932
New +$2.3M 0.04% 319

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Summit Wealth Group (Colorado)'s HIG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 17,932 shares — an estimated $363K sold.

Summit Wealth Group (Colorado) first reported a position in HIG in Q3 2025 and held it in 1 quarter. The position peaked at $363K in Q3 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 17,932 Hartford Financial Services shares in Q4 2025, an estimated $363K.
  • Summit Wealth Group (Colorado) first reported a position in Hartford Financial Services in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Hartford Financial Services position peaked at $363K in Q3 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.