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 Q3	$555K	Sell	4,540 -207	-4%	-$28.4K	0.41%	42
2026 Q2	$629K	Sell	4,747 -34	-0.7%	-$4.55K	0.46%	38
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

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

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

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

Challenger Wealth Management reduced its Hartford Financial Services (HIG) stake by 4.4% in Q3 2026, selling an estimated $28.4K and leaving 4,540 shares worth $555K. The position accounts for 0.41% of the portfolio, ranked #42.

Challenger Wealth Management first reported a position in HIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $838K in Q2 2025. 744 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

Challenger Wealth Management held 4,540 shares of Hartford Financial Services worth $555K as of Q3 2026.
Challenger Wealth Management sold 207 Hartford Financial Services shares in Q3 2026, an estimated $28.4K.
Hartford Financial Services made up 0.41% of Challenger Wealth Management's portfolio in Q3 2026, its #42 holding.
Challenger Wealth Management first reported a position in Hartford Financial Services in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's Hartford Financial Services position peaked at $838K in Q2 2025.
744 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.