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XXI Wealth LLC’s Hartford Financial Services HIG Stock Holding History

XXI Wealth LLC’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 		$415K Sell
3,132
-296
-9% -$39.6K 0.19% 125
2026
Q1 		$464K Buy
3,428
+687
+25% +$93.8K 0.26% 104
2025
Q4 		$378K Buy
+2,741
New +$362K 0.23% 114

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

XXI Wealth LLC's HIG Position: Q2 2026 in Review

XXI Wealth LLC reduced its Hartford Financial Services (HIG) stake by 8.6% in Q2 2026, selling an estimated $39.6K and leaving 3,132 shares worth $415K. The position accounts for 0.19% of the portfolio, ranked #125.

XXI Wealth LLC first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $464K in Q1 2026. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • XXI Wealth LLC held 3,132 shares of Hartford Financial Services worth $415K as of Q2 2026.
  • XXI Wealth LLC sold 296 Hartford Financial Services shares in Q2 2026, an estimated $39.6K.
  • Hartford Financial Services made up 0.19% of XXI Wealth LLC's portfolio in Q2 2026, its #125 holding.
  • XXI Wealth LLC first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Hartford Financial Services position peaked at $464K in Q1 2026.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.