Rothwell Investment Advisors, LLC’s Hartford Financial Services HIG Stock Holding History

Rothwell Investment Advisors, 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	$140K	Buy	+1,147	New	+$157K	0.08%	232

Other funds holding HIG

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

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HIG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Hartford Financial Services (HIG) in Q3 2026: 1,147 shares worth $140K. The stake represents 0.08% of the portfolio and ranks #232 among its holdings.

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

Rothwell Investment Advisors, LLC held 1,147 shares of Hartford Financial Services worth $140K as of Q3 2026.
Hartford Financial Services was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Hartford Financial Services made up 0.08% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #232 holding.
605 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.