U.S. Capital Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

U.S. Capital 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	-57,760	Closed	-$7.96M	–	1044
2025 Q4	$7.96M	Sell	57,760 -6,737	-10%	-$889K	0.21%	124
2025 Q3	$8.6M	Sell	64,497 -1,464	-2%	-$188K	0.23%	110
2025 Q2	$8.37M	Sell	65,961 -26	-0%	-$3.23K	0.24%	109
2025 Q1	$8.16M	Sell	65,987 -1,619	-2%	-$186K	0.25%	108
2024 Q4	$7.4M	Buy	+67,606	New	+$7.84M	0.23%	107
2023 Q1	–	Sell	-919	Closed	-$69.7K	–	1018
2022 Q4	$69.7K	Buy	+919	New	+$66.2K	﹤0.01%	802

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

U.S. Capital Wealth Advisors's HIG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 57,760 shares — an estimated $7.96M sold.

U.S. Capital Wealth Advisors first reported a position in HIG in Q4 2022 and held it in 6 quarters. The position peaked at $8.6M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 57,760 Hartford Financial Services shares in Q1 2026, an estimated $7.96M.
U.S. Capital Wealth Advisors first reported a position in Hartford Financial Services in Q4 2022 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Hartford Financial Services position peaked at $8.6M in Q3 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.