WWM
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Western Wealth Management’s Hartford Financial Services HIG Stock Holding History

Western Wealth Management’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 		$250K Hold
1,852
– – 0.01% 852
2025
Q4 		$255K Buy
1,852
+11
+0.6% +$1.45K 0.01% 714
2025
Q3 		$246K Hold
1,841
– – 0.01% 670
2025
Q2 		$234K Hold
1,841
– – 0.01% 637
2025
Q1 		$228K Sell
1,841
-44
-2% -$5.04K 0.02% 611
2024
Q4 		$206K Hold
1,885
– – 0.01% 635
2024
Q3 		$222K Buy
+1,885
New +$207K 0.01% 691

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

Western Wealth Management's HIG Position: Q1 2026 in Review

Western Wealth Management held its Hartford Financial Services (HIG) position steady in Q1 2026 at 1,852 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #852.

Western Wealth Management first reported a position in HIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $255K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Western Wealth Management held 1,852 shares of Hartford Financial Services worth $250K as of Q1 2026.
  • Western Wealth Management left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #852 holding.
  • Western Wealth Management first reported a position in Hartford Financial Services in Q3 2024 and has held it in 7 quarters since.
  • Western Wealth Management's Hartford Financial Services position peaked at $255K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.