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WCG Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

WCG 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
Q2 		$2.67M Buy
20,150
+3,379
+20% +$452K 0.06% 264
2026
Q1 		$2.27M Buy
16,771
+2,129
+15% +$291K 0.06% 251
2025
Q4 		$2.02M Buy
+14,642
New +$1.93M 0.06% 260

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WCG Wealth Advisors's HIG Position: Q2 2026 in Review

WCG Wealth Advisors increased its Hartford Financial Services (HIG) stake by 20% in Q2 2026, buying an estimated $452K and bringing the position to 20,150 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #264.

WCG Wealth Advisors first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • WCG Wealth Advisors held 20,150 shares of Hartford Financial Services worth $2.67M as of Q2 2026.
  • WCG Wealth Advisors bought 3,379 Hartford Financial Services shares in Q2 2026, an estimated $452K.
  • Hartford Financial Services made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • WCG Wealth Advisors first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.