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Wealth Alliance’s Hartford Financial Services HIG Stock Holding History

Wealth Alliance’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 		– Sell
-2,877
Closed -$389K – 598
2026
Q1 		$389K Sell
2,877
-37
-1% -$5.05K 0.04% 357
2025
Q4 		$401K Buy
2,914
+595
+26% +$78.5K 0.04% 361
2025
Q3 		$309K Buy
2,319
+120
+5% +$15.4K 0.03% 406
2025
Q2 		$279K Buy
2,199
+563
+34% +$70K 0.03% 432
2025
Q1 		$202K Sell
1,636
-1,370
-46% -$157K 0.02% 496
2024
Q4 		$329K Sell
3,006
-506
-14% -$58.7K 0.04% 358
2024
Q3 		$413K Buy
3,512
+12
+0.3% +$1.32K 0.05% 317
2024
Q2 		$352K Buy
3,500
+443
+14% +$44.5K 0.05% 340
2024
Q1 		$315K Buy
+3,057
New +$280K 0.04% 387

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 $3.37T AUM 44.26% 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

Wealth Alliance's HIG Position: Q2 2026 in Review

Wealth Alliance sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 2,877 shares — an estimated $389K sold.

Wealth Alliance first reported a position in HIG in Q1 2024 and held it in 9 quarters. The position peaked at $413K in Q3 2024. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Wealth Alliance reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 2,877 Hartford Financial Services shares in Q2 2026, an estimated $389K.
  • Wealth Alliance first reported a position in Hartford Financial Services in Q1 2024 and held it in 9 quarters.
  • Wealth Alliance's Hartford Financial Services position peaked at $413K in Q3 2024.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.