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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Challenger Wealth Management's HIG Position: Q2 2026 in Review

Challenger Wealth Management reduced its Hartford Financial Services (HIG) stake by 0.71% in Q2 2026, selling an estimated $4.55K and leaving 4,747 shares worth $629K. The position accounts for 0.46% of the portfolio, ranked #38.

Challenger Wealth Management first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $838K in Q2 2025. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Challenger Wealth Management held 4,747 shares of Hartford Financial Services worth $629K as of Q2 2026.
Challenger Wealth Management sold 34 Hartford Financial Services shares in Q2 2026, an estimated $4.55K.
Hartford Financial Services made up 0.46% of Challenger Wealth Management's portfolio in Q2 2026, its #38 holding.
Challenger Wealth Management first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
Challenger Wealth Management's Hartford Financial Services position peaked at $838K in Q2 2025.
1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.