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

Triad 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 		$333K Buy
2,329
+510
+28% +$68.2K 0.02% 420
2026
Q1 		$246K Buy
+1,819
New +$248K 0.02% 431
2024
Q3 		– Sell
-694
Closed -$69.8K – 412
2024
Q2 		$69.8K Buy
+694
New +$69.7K 0.04% 183

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Triad Wealth Partners increased its Hartford Financial Services (HIG) stake by 28% in Q2 2026, buying an estimated $68.2K and bringing the position to 2,329 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #420.

Triad Wealth Partners first reported a position in HIG in Q2 2024 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Triad Wealth Partners held 2,329 shares of Hartford Financial Services worth $333K as of Q2 2026.
  • Triad Wealth Partners bought 510 Hartford Financial Services shares in Q2 2026, an estimated $68.2K.
  • Hartford Financial Services made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #420 holding.
  • Triad Wealth Partners first reported a position in Hartford Financial Services in Q2 2024 and has held it in 3 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.