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Wilkerson Advisory Group’s Hartford Financial Services HIG Stock Holding History

Wilkerson Advisory Group’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
Q2 		$97K Sell
732
-29
-4% -$3.88K 0.03% 163
2026
Q1 		$103K Buy
761
+397
+109% +$54.2K 0.04% 142
2025
Q4 		$50.2K Buy
+364
New +$48K 0.02% 165

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wilkerson Advisory Group's HIG Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Hartford Financial Services (HIG) stake by 3.8% in Q2 2026, selling an estimated $3.88K and leaving 732 shares worth $97K. The position accounts for 0.03% of the portfolio, ranked #163.

Wilkerson Advisory Group first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $103K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Wilkerson Advisory Group held 732 shares of Hartford Financial Services worth $97K as of Q2 2026.
  • Wilkerson Advisory Group sold 29 Hartford Financial Services shares in Q2 2026, an estimated $3.88K.
  • Hartford Financial Services made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #163 holding.
  • Wilkerson Advisory Group first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Hartford Financial Services position peaked at $103K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.