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Cooper Financial Group’s Hartford Financial Services HIG Stock Holding History

Cooper Financial Group’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 		$210K Buy
1,720
+8
+0.5% +$1.1K 0.02% 431
2026
Q2 		$227K Sell
1,712
-1,102
-39% -$147K 0.02% 408
2026
Q1 		$380K Sell
2,814
-225
-7% -$30.7K 0.04% 289
2025
Q4 		$419K Buy
3,039
+37
+1% +$4.88K 0.04% 258
2025
Q3 		$400K Sell
3,002
-133
-4% -$17.1K 0.04% 264
2025
Q2 		$398K Buy
3,135
+549
+21% +$68.2K 0.05% 265
2025
Q1 		$320K Buy
2,586
+257
+11% +$29.5K 0.04% 301
2024
Q4 		$255K Buy
2,329
+266
+13% +$30.8K 0.03% 334
2024
Q3 		$243K Sell
2,063
-237
-10% -$26K 0.03% 340
2024
Q2 		$231K Buy
+2,300
New +$231K 0.03% 344

Other funds holding HIG

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cooper Financial Group's HIG Position: Q3 2026 in Review

Cooper Financial Group increased its Hartford Financial Services (HIG) stake by 0.47% in Q3 2026, buying an estimated $1.1K and bringing the position to 1,720 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #431.

Cooper Financial Group first reported a position in HIG in Q2 2024 and has held it in 10 quarters since. The position peaked at $419K in Q4 2025. 44 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Cooper Financial Group held 1,720 shares of Hartford Financial Services worth $210K as of Q3 2026.
  • Cooper Financial Group bought 8 Hartford Financial Services shares in Q3 2026, an estimated $1.1K.
  • Hartford Financial Services made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #431 holding.
  • Cooper Financial Group first reported a position in Hartford Financial Services in Q2 2024 and has held it in 10 quarters since.
  • Cooper Financial Group's Hartford Financial Services position peaked at $419K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.