Baron Wealth Management
HIG icon

Baron Wealth Management’s Hartford Financial Services HIG Stock Holding History

Baron Wealth Management’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 		– Sell
-1,639
Closed -$217K – 317
2026
Q2 		$217K Sell
1,639
-170
-9% -$22.7K 0.06% 273
2026
Q1 		$245K Buy
1,809
+207
+13% +$28.3K 0.07% 219
2025
Q4 		$221K Buy
+1,602
New +$211K 0.07% 222

Other funds holding HIG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baron Wealth Management's HIG Position: Q3 2026 in Review

Baron Wealth Management sold out of Hartford Financial Services (HIG) in Q3 2026, closing a stake of 1,639 shares — an estimated $217K sold.

Baron Wealth Management first reported a position in HIG in Q4 2025 and held it in 3 quarters. The position peaked at $245K in Q1 2026. 727 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Baron Wealth Management reported no remaining Hartford Financial Services position as of Q3 2026 after selling out during the quarter.
  • Baron Wealth Management sold 1,639 Hartford Financial Services shares in Q3 2026, an estimated $217K.
  • Baron Wealth Management first reported a position in Hartford Financial Services in Q4 2025 and held it in 3 quarters.
  • Baron Wealth Management's Hartford Financial Services position peaked at $245K in Q1 2026.
  • 727 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.