WA
HIG icon

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
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 $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

Wealth Alliance's HIG Position: Q1 2026 in Review

Wealth Alliance reduced its Hartford Financial Services (HIG) stake by 1.3% in Q1 2026, selling an estimated $5.05K and leaving 2,877 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #357.

Wealth Alliance first reported a position in HIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $413K in Q3 2024. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Wealth Alliance held 2,877 shares of Hartford Financial Services worth $389K as of Q1 2026.
  • Wealth Alliance sold 37 Hartford Financial Services shares in Q1 2026, an estimated $5.05K.
  • Hartford Financial Services made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #357 holding.
  • Wealth Alliance first reported a position in Hartford Financial Services in Q1 2024 and has held it in 9 quarters since.
  • Wealth Alliance's Hartford Financial Services position peaked at $413K in Q3 2024.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.