Superior Planning, LLC’s Hartford Financial Services HIG Stock Holding History

Superior Planning, 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 Q3	$9.3K	Buy	+76	New	+$10.4K	﹤0.01%	949

Other funds holding HIG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Superior Planning, LLC's HIG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Hartford Financial Services (HIG) in Q3 2026: 76 shares worth $9.3K. The stake represents ﹤0.01% of the portfolio and ranks #949 among its holdings.

860 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

Superior Planning, LLC held 76 shares of Hartford Financial Services worth $9.3K as of Q3 2026.
Hartford Financial Services was a new Superior Planning, LLC position in Q3 2026.
Hartford Financial Services made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #949 holding.
860 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.