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Wealthspire Advisors (New York)’s Hartford Financial Services HIG Stock Holding History

Wealthspire Advisors (New York)’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 		$232K Sell
1,712
-2,845
-62% -$388K ﹤0.01% 807
2025
Q4 		$628K Buy
4,557
+2,242
+97% +$296K 0.01% 548
2025
Q3 		$309K Sell
2,315
-287
-11% -$36.8K ﹤0.01% 654
2025
Q2 		$330K Sell
2,602
-275
-10% -$34.2K ﹤0.01% 642
2025
Q1 		$356K Buy
2,877
+88
+3% +$10.1K ﹤0.01% 596
2024
Q4 		$305K Buy
2,789
+481
+21% +$55.8K ﹤0.01% 640
2024
Q3 		$271K Sell
2,308
-8
-0.3% -$877 ﹤0.01% 640
2024
Q2 		$233K Sell
2,316
-172
-7% -$17.3K ﹤0.01% 589
2024
Q1 		$256K Sell
2,488
-194
-7% -$17.8K ﹤0.01% 550
2023
Q4 		$216K Buy
+2,682
New +$202K ﹤0.01% 598
2023
Q1 		– Sell
-2,661
Closed -$202K – 558
2022
Q4 		$202K Sell
2,661
-583
-18% -$42K ﹤0.01% 544
2022
Q3 		$201K Buy
+3,244
New +$211K ﹤0.01% 479
2021
Q2 		– Sell
-4,690
Closed -$313K – 500
2021
Q1 		$313K Buy
4,690
+472
+11% +$25.5K 0.01% 537
2020
Q4 		$207K Buy
+4,218
New +$182K 0.01% 548
2019
Q1 		– Sell
-366
Closed -$16K – 366
2018
Q4 		$16K Buy
+366
New +$16.5K ﹤0.01% 389

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $123B AUM 38.85% 1-Year Est. Return

Wealthspire Advisors (New York)'s HIG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Hartford Financial Services (HIG) stake by 62% in Q1 2026, selling an estimated $388K and leaving 1,712 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Wealthspire Advisors (New York) first reported a position in HIG in Q4 2018 and has held it in 15 quarters since. The position peaked at $628K in Q4 2025. 1,188 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,712 shares of Hartford Financial Services worth $232K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,845 Hartford Financial Services shares in Q1 2026, an estimated $388K.
  • Hartford Financial Services made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #807 holding.
  • Wealthspire Advisors (New York) first reported a position in Hartford Financial Services in Q4 2018 and has held it in 15 quarters since.
  • Wealthspire Advisors (New York)'s Hartford Financial Services position peaked at $628K in Q4 2025.
  • 1,188 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.