Compass Financial Management
HIG icon

Compass Financial Management’s Hartford Financial Services HIG Stock Holding History

Compass Financial 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 		$133K Buy
1,085
+3
+0.3% +$412 0.01% 546
2026
Q2 		$143K Buy
+1,082
New +$145K 0.02% 488

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State Street
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Vanguard Portfolio Management
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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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Compass Financial Management's HIG Position: Q3 2026 in Review

Compass Financial Management increased its Hartford Financial Services (HIG) stake by 0.28% in Q3 2026, buying an estimated $412 and bringing the position to 1,085 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #546.

Compass Financial Management first reported a position in HIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $143K in Q2 2026. 998 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Compass Financial Management held 1,085 shares of Hartford Financial Services worth $133K as of Q3 2026.
  • Compass Financial Management bought 3 Hartford Financial Services shares in Q3 2026, an estimated $412.
  • Hartford Financial Services made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #546 holding.
  • Compass Financial Management first reported a position in Hartford Financial Services in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Hartford Financial Services position peaked at $143K in Q2 2026.
  • 998 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

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