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Turtle Creek Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-1,848
Closed -$255K – 494
2025
Q4 		$255K Buy
+1,848
New +$244K 0.02% 339
2024
Q1 		– Sell
-324
Closed -$26K – 468
2023
Q4 		$26K Buy
+324
New +$24.4K 0.01% 373

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Turtle Creek Wealth Advisors's HIG Position: Q1 2026 in Review

Turtle Creek Wealth Advisors sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 1,848 shares — an estimated $255K sold.

Turtle Creek Wealth Advisors first reported a position in HIG in Q4 2023 and held it in 2 quarters. The position peaked at $255K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Turtle Creek Wealth Advisors reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 1,848 Hartford Financial Services shares in Q1 2026, an estimated $255K.
  • Turtle Creek Wealth Advisors first reported a position in Hartford Financial Services in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's Hartford Financial Services position peaked at $255K in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.