TPWA
HIG icon

Twin Peaks Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Twin Peaks 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 		$62.3K Buy
+461
New +$62.9K 0.02% 386
2025
Q3 		– Sell
-357
Closed -$46.1K – 1011
2025
Q2 		$46.1K Buy
+357
New +$44.4K 0.01% 359

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

Twin Peaks Wealth Advisors's HIG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Hartford Financial Services (HIG) in Q1 2026: 461 shares worth $62.3K. The stake represents 0.02% of the portfolio and ranks #386 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HIG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HIG in Q2 2025 and has held it in 2 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 461 shares of Hartford Financial Services worth $62.3K as of Q1 2026.
  • Hartford Financial Services was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Hartford Financial Services made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #386 holding.
  • Twin Peaks Wealth Advisors first reported a position in Hartford Financial Services in Q2 2025 and has held it in 2 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.