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True Wealth Design’s Hartford Financial Services HIG Stock Holding History

True Wealth Design’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 		$3.18K Sell
24
-3
-11% -$401 ﹤0.01% 1516
2026
Q1 		$3.65K Hold
27
– – ﹤0.01% 1325
2025
Q4 		$3.72K Sell
27
-2
-7% -$264 ﹤0.01% 1210
2025
Q3 		$3.87K Buy
29
+5
+21% +$641 ﹤0.01% 1188
2025
Q2 		$3.04K Buy
24
+7
+41% +$870 ﹤0.01% 1004
2025
Q1 		$2.1K Buy
+17
New +$1.95K ﹤0.01% 995
2024
Q4 		– Sell
-39
Closed -$4.59K – 1432
2024
Q3 		$4.59K Buy
+39
New +$4.28K ﹤0.01% 574

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

True Wealth Design's HIG Position: Q2 2026 in Review

True Wealth Design reduced its Hartford Financial Services (HIG) stake by 11% in Q2 2026, selling an estimated $401 and leaving 24 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

True Wealth Design first reported a position in HIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.59K in Q3 2024. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • True Wealth Design held 24 shares of Hartford Financial Services worth $3.18K as of Q2 2026.
  • True Wealth Design sold 3 Hartford Financial Services shares in Q2 2026, an estimated $401.
  • Hartford Financial Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1516 holding.
  • True Wealth Design first reported a position in Hartford Financial Services in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Hartford Financial Services position peaked at $4.59K in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.