Tyler-Stone Wealth Management’s Hartford Financial Services HIG Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$238K	Hold	1,878	–	–	0.04%	307
2025 Q1	$232K	Hold	1,878	–	–	0.04%	297
2024 Q4	$205K	Sell	1,878 -1	-0.1%	-$116	0.04%	310
2024 Q3	$221K	Buy	1,879 +1,328	+241%	+$146K	0.04%	300
2024 Q2	$55.4K	Hold	551	–	–	0.02%	351
2024 Q1	$56.8K	Hold	551	–	–	0.03%	351
2023 Q4	$44.3K	Hold	551	–	–	0.02%	370
2023 Q3	$39K	Hold	551	–	–	0.02%	375
2023 Q2	$40K	Buy	+551	New	+$38.7K	0.02%	371
2022 Q4	$42K	Sell	551 -26	-5%	-$1.87K	0.03%	346
2022 Q3	$36K	Hold	577	–	–	0.03%	340
2022 Q2	$38K	Sell	577 -81	-12%	-$5.68K	0.03%	355
2022 Q1	$47K	Hold	658	–	–	0.03%	347
2021 Q4	$45K	Buy	+658	New	+$46.4K	0.02%	375

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Tyler-Stone Wealth Management's HIG Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Hartford Financial Services (HIG) position steady in Q2 2025 at 1,878 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #307.

Tyler-Stone Wealth Management first reported a position in HIG in Q4 2021 and has held it in 14 quarters since. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

Tyler-Stone Wealth Management held 1,878 shares of Hartford Financial Services worth $238K as of Q2 2025.
Tyler-Stone Wealth Management left its Hartford Financial Services share count unchanged in Q2 2025.
Hartford Financial Services made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #307 holding.
Tyler-Stone Wealth Management first reported a position in Hartford Financial Services in Q4 2021 and has held it in 14 quarters since.
1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.