Carson Wealth (CWM LLC)’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.17M | Buy |
16,071
+582
| +4% | +$79.4K | 0.01% | 1163 |
|
|
2025
Q4 | $2.13M | Sell |
15,489
-5
| -0% | -$660 | 0.01% | 1121 |
|
|
2025
Q3 | $2.07M | Sell |
15,494
-355
| -2% | -$45.5K | 0.01% | 1082 |
|
|
2025
Q2 | $2.01M | Buy |
15,849
+720
| +5% | +$89.5K | 0.01% | 950 |
|
|
2025
Q1 | $1.87M | Buy |
15,129
+284
| +2% | +$32.6K | 0.01% | 849 |
|
|
2024
Q4 | $1.62M | Sell |
14,845
-203
| -1% | -$23.5K | 0.01% | 864 |
|
|
2024
Q3 | $1.77M | Buy |
15,048
+1,106
| +8% | +$121K | 0.01% | 758 |
|
|
2024
Q2 | $1.4M | Buy |
13,942
+1,698
| +14% | +$170K | 0.01% | 751 |
|
|
2024
Q1 | $1.26M | Buy |
12,244
+921
| +8% | +$84.4K | 0.01% | 769 |
|
|
2023
Q4 | $910K | Buy |
11,323
+2,174
| +24% | +$164K | ﹤0.01% | 846 |
|
|
2023
Q3 | $649K | Buy |
9,149
+639
| +8% | +$46.4K | ﹤0.01% | 895 |
|
|
2023
Q2 | $613K | Buy |
8,510
+11
| +0.1% | +$772 | ﹤0.01% | 873 |
|
|
2023
Q1 | $592K | Buy |
8,499
+499
| +6% | +$37.1K | ﹤0.01% | 837 |
|
|
2022
Q4 | $607K | Buy |
8,000
+4,034
| +102% | +$290K | ﹤0.01% | 747 |
|
|
2022
Q3 | $246K | Sell |
3,966
-2,146
| -35% | -$140K | ﹤0.01% | 975 |
|
|
2022
Q2 | $400K | Buy |
6,112
+1,842
| +43% | +$129K | ﹤0.01% | 799 |
|
|
2022
Q1 | $307K | Buy |
4,270
+1,055
| +33% | +$74.4K | ﹤0.01% | 874 |
|
|
2021
Q4 | $222K | Buy |
+3,215
| New | +$227K | ﹤0.01% | 981 |
|
|
2021
Q2 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 851 |
|
|
2021
Q1 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 851 |
|
|
2020
Q4 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 851 |
|
|
2020
Q3 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 851 |
|
|
2020
Q2 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 851 |
|
|
2020
Q1 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 851 |
|
|
2019
Q4 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 851 |
|
|
2019
Q3 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 851 |
|
|
2019
Q2 | $232K | Hold |
3,751
| – | – | ﹤0.01% | 851 |
|
|
2019
Q1 | $232K | Buy |
3,751
+3,479
| +1,279% | +$165K | ﹤0.01% | 851 |
|
|
2018
Q4 | $12K | Buy |
272
+18
| +7% | +$810 | ﹤0.01% | 1270 |
|
|
2018
Q3 | $13K | Sell |
254
-75
| -23% | -$3.85K | ﹤0.01% | 1082 |
|
|
2018
Q2 | $17K | Sell |
329
-13
| -4% | -$681 | ﹤0.01% | 869 |
|
|
2018
Q1 | $18K | Buy |
342
+78
| +30% | +$4.27K | ﹤0.01% | 726 |
|
|
2017
Q4 | $15K | Sell |
264
-57
| -18% | -$3.18K | ﹤0.01% | 771 |
|
|
2017
Q3 | $18K | Buy |
321
+15
| +5% | +$816 | ﹤0.01% | 725 |
|
|
2017
Q2 | $16K | Hold |
306
| – | – | ﹤0.01% | 682 |
|
|
2017
Q1 | $15K | Sell |
306
-353
| -54% | -$17.1K | ﹤0.01% | 666 |
|
|
2016
Q4 | $31K | Buy |
659
+209
| +46% | +$9.58K | ﹤0.01% | 513 |
|
|
2016
Q3 | $19K | Buy |
+450
| New | +$18.8K | ﹤0.01% | 555 |
|
Other funds holding HIG
VCM
VPM
Carson Wealth (CWM LLC)'s HIG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Hartford Financial Services (HIG) stake by 3.8% in Q1 2026, buying an estimated $79.4K and bringing the position to 16,071 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #1163.
Carson Wealth (CWM LLC) first reported a position in HIG in Q3 2016 and has held it in 38 quarters since. 1,193 funds tracked by Wall St. Rank hold HIG as of Q1 2026.
- Carson Wealth (CWM LLC) held 16,071 shares of Hartford Financial Services worth $2.17M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 582 Hartford Financial Services shares in Q1 2026, an estimated $79.4K.
- Hartford Financial Services made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1163 holding.
- Carson Wealth (CWM LLC) first reported a position in Hartford Financial Services in Q3 2016 and has held it in 38 quarters since.
- 1,193 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.