Whipplewood Advisors’s Hartford Financial Services HIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.58K Sell
27
-67
-71% -$8.96K ﹤0.01% 358
2026
Q1
$12.7K Buy
+94
New +$12.8K 0.01% 450
2025
Q3
Sell
-160
Closed -$20.3K 684
2025
Q2
$20.3K Buy
160
+149
+1,355% +$18.5K 0.01% 457
2025
Q1
$19.8K Sell
11
-149
-93% -$17.1K 0.01% 453
2024
Q4
$17.5K Buy
+160
New +$18.6K 0.01% 464

Other funds holding HIG

Whipplewood Advisors's HIG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Hartford Financial Services (HIG) stake by 71% in Q2 2026, selling an estimated $8.96K and leaving 27 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Whipplewood Advisors first reported a position in HIG in Q4 2024 and has held it in 5 quarters since. The position peaked at $20.3K in Q2 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Whipplewood Advisors held 27 shares of Hartford Financial Services worth $3.58K as of Q2 2026.
  • Whipplewood Advisors sold 67 Hartford Financial Services shares in Q2 2026, an estimated $8.96K.
  • Hartford Financial Services made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #358 holding.
  • Whipplewood Advisors first reported a position in Hartford Financial Services in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Hartford Financial Services position peaked at $20.3K in Q2 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.