WE
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Wealth Effects’s Hartford Financial Services HIG Stock Holding History

Wealth Effects’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
2025
Q2 		– Sell
-1,645
Closed -$204K – 210
2025
Q1 		$204K Buy
+1,645
New +$189K 0.09% 180

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 Effects's HIG Position: Q2 2025 in Review

Wealth Effects sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 1,645 shares — an estimated $204K sold.

Wealth Effects first reported a position in HIG in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Wealth Effects reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
  • Wealth Effects sold 1,645 Hartford Financial Services shares in Q2 2025, an estimated $204K.
  • Wealth Effects first reported a position in Hartford Financial Services in Q1 2025 and held it in 1 quarter.
  • Wealth Effects's Hartford Financial Services position peaked at $204K in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Wealth Effects's 13F filing for Q2 2025, filed 15 Jul 2025.