Tradewinds Capital Management’s Hartford Financial Services HIG Stock Holding History

Tradewinds Capital 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	$29.2K	Hold	220	–	–	0.01%	278
2026 Q1	$29.8K	Hold	220	–	–	0.01%	275
2025 Q4	$30.3K	Hold	220	–	–	0.01%	265
2025 Q3	$29.3K	Hold	220	–	–	0.01%	260
2025 Q2	$27.9K	Hold	220	–	–	0.01%	251
2025 Q1	$27.2K	Hold	220	–	–	0.01%	251
2024 Q4	$24.1K	Hold	220	–	–	0.01%	275
2024 Q3	$25.9K	Hold	220	–	–	0.01%	239
2024 Q2	$22.1K	Hold	220	–	–	0.01%	246
2024 Q1	$22.7K	Hold	220	–	–	0.01%	218
2023 Q4	$17.7K	Hold	220	–	–	0.01%	203
2023 Q3	$15.6K	Hold	220	–	–	0.01%	201
2023 Q2	$15.8K	Hold	220	–	–	﹤0.01%	195
2023 Q1	$15.3K	Hold	220	–	–	﹤0.01%	204
2022 Q4	$16.7K	Buy	+220	New	+$15.8K	0.01%	178
2021 Q1	–	Sell	-223	Closed	-$11K	–	762
2020 Q4	$11K	Hold	223	–	–	﹤0.01%	408
2020 Q3	$8K	Hold	223	–	–	﹤0.01%	424
2020 Q2	$9K	Sell	223 -223	-50%	-$8.5K	﹤0.01%	407
2020 Q1	$16K	Sell	446 -50	-10%	-$2.6K	0.01%	291
2019 Q4	$30K	Buy	496 +50	+11%	+$3K	0.01%	242
2019 Q3	$27K	Hold	446	–	–	0.01%	237
2019 Q2	$25K	Hold	446	–	–	0.01%	245
2019 Q1	$22K	Hold	446	–	–	0.01%	269
2018 Q4	$20K	Hold	446	–	–	0.01%	278
2018 Q3	$22K	Hold	446	–	–	0.01%	304
2018 Q2	$23K	Hold	446	–	–	0.01%	300
2018 Q1	$23K	Hold	446	–	–	0.01%	279
2017 Q4	$25K	Hold	446	–	–	0.01%	277
2017 Q3	$25K	Hold	446	–	–	0.01%	272
2017 Q2	$23K	Hold	446	–	–	0.01%	272
2017 Q1	$21K	Hold	446	–	–	0.01%	288
2016 Q4	$21K	Hold	446	–	–	0.01%	283
2016 Q3	$19K	Hold	446	–	–	0.01%	303
2016 Q2	$20K	Hold	446	–	–	0.01%	292
2016 Q1	$21K	Hold	446	–	–	0.01%	314
2015 Q4	$19K	Hold	446	–	–	0.01%	309
2015 Q3	$20K	Hold	446	–	–	0.02%	289
2015 Q2	$19K	Hold	446	–	–	0.01%	323
2015 Q1	$19K	Sell	446 -133	-23%	-$5.45K	0.01%	295
2014 Q4	$24K	Hold	579	–	–	0.02%	281
2014 Q3	$22K	Hold	579	–	–	0.02%	292
2014 Q2	$21K	Hold	579	–	–	0.02%	299
2014 Q1	$20K	Hold	579	–	–	0.02%	316
2013 Q4	$21K	Buy	+579	New	+$19.9K	0.02%	293

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

Tradewinds Capital Management's HIG Position: Q2 2026 in Review

Tradewinds Capital Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 220 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #278.

Tradewinds Capital Management first reported a position in HIG in Q4 2013 and has held it in 44 quarters since. The position peaked at $30.3K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Tradewinds Capital Management held 220 shares of Hartford Financial Services worth $29.2K as of Q2 2026.
Tradewinds Capital Management left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #278 holding.
Tradewinds Capital Management first reported a position in Hartford Financial Services in Q4 2013 and has held it in 44 quarters since.
Tradewinds Capital Management's Hartford Financial Services position peaked at $30.3K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.