WI
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WBI Investments’s Hartford Financial Services HIG Stock Holding History

WBI Investments’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 		$2.72M Buy
20,093
+9,226
+85% +$1.26M 0.75% 23
2025
Q4 		$1.5M Buy
10,867
+3,064
+39% +$404K 0.39% 54
2025
Q3 		$1.04M Sell
7,803
-4,247
-35% -$545K 0.27% 104
2025
Q2 		$1.53M Sell
12,050
-9,805
-45% -$1.22M 0.4% 67
2025
Q1 		$2.7M Buy
+21,855
New +$2.51M 0.71% 32
2024
Q3 		– Sell
-12,865
Closed -$1.29M – 245
2024
Q2 		$1.29M Buy
+12,865
New +$1.29M 0.31% 86
2023
Q3 		– Sell
-41,123
Closed -$2.96M – 203
2023
Q2 		$2.96M Buy
+41,123
New +$2.89M 0.54% 48
2023
Q1 		– Sell
-30,670
Closed -$2.33M – 201
2022
Q4 		$2.33M Buy
+30,670
New +$2.21M 0.5% 56
2021
Q4 		– Sell
-85,997
Closed -$5.87M – 198
2021
Q3 		$5.87M Buy
+85,997
New +$5.69M 0.98% 21
2019
Q3 		– Sell
-62,593
Closed -$3.49M – 240
2019
Q2 		$3.49M Sell
62,593
-22,198
-26% -$1.17M 0.31% 68
2019
Q1 		$4.22M Buy
+84,791
New +$4.03M 0.32% 70
2017
Q3 		– Sell
-197,046
Closed -$10.4M – 324
2017
Q2 		$10.4M Buy
197,046
+23,394
+13% +$1.16M 0.45% 46
2017
Q1 		$8.35M Buy
173,652
+94,504
+119% +$4.57M 0.37% 58
2016
Q4 		$3.77M Buy
+79,148
New +$3.63M 0.16% 102
2015
Q3 		– Sell
-299,226
Closed -$12.4M – 204
2015
Q2 		$12.4M Buy
+299,226
New +$12.5M 0.31% 67

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

WBI Investments's HIG Position: Q1 2026 in Review

WBI Investments increased its Hartford Financial Services (HIG) stake by 85% in Q1 2026, buying an estimated $1.26M and bringing the position to 20,093 shares worth $2.72M. The position accounts for 0.75% of the portfolio, ranked #23.

WBI Investments first reported a position in HIG in Q2 2015 and has held it in 15 quarters since. The position peaked at $12.4M in Q2 2015. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • WBI Investments held 20,093 shares of Hartford Financial Services worth $2.72M as of Q1 2026.
  • WBI Investments bought 9,226 Hartford Financial Services shares in Q1 2026, an estimated $1.26M.
  • Hartford Financial Services made up 0.75% of WBI Investments's portfolio in Q1 2026, its #23 holding.
  • WBI Investments first reported a position in Hartford Financial Services in Q2 2015 and has held it in 15 quarters since.
  • WBI Investments's Hartford Financial Services position peaked at $12.4M in Q2 2015.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.