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

Challenger 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
Q1 		$646K Buy
4,781
+18
+0.4% +$2.46K 0.52% 35
2025
Q4 		$656K Sell
4,763
-34
-0.7% -$4.49K 0.5% 35
2025
Q3 		$640K Sell
4,797
-1,807
-27% -$232K 0.5% 36
2025
Q2 		$838K Buy
6,604
+37
+0.6% +$4.6K 0.58% 33
2025
Q1 		$812K Buy
6,567
+20
+0.3% +$2.29K 0.64% 30
2024
Q4 		$716K Buy
+6,547
New +$759K 0.62% 38

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Challenger Wealth Management's HIG Position: Q1 2026 in Review

Challenger Wealth Management increased its Hartford Financial Services (HIG) stake by 0.38% in Q1 2026, buying an estimated $2.46K and bringing the position to 4,781 shares worth $646K. The position accounts for 0.52% of the portfolio, ranked #35.

Challenger Wealth Management first reported a position in HIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $838K in Q2 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Challenger Wealth Management held 4,781 shares of Hartford Financial Services worth $646K as of Q1 2026.
  • Challenger Wealth Management bought 18 Hartford Financial Services shares in Q1 2026, an estimated $2.46K.
  • Hartford Financial Services made up 0.52% of Challenger Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Challenger Wealth Management first reported a position in Hartford Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Hartford Financial Services position peaked at $838K in Q2 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.