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Elevation Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Elevation Wealth Partners’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 		$12.5K Buy
102
+8
+9% +$1.1K ﹤0.01% 822
2026
Q2 		$12.5K Buy
94
+44
+88% +$5.88K ﹤0.01% 741
2026
Q1 		$6.76K Buy
50
+26
+108% +$3.55K ﹤0.01% 609
2025
Q4 		$3.31K Buy
24
+21
+700% +$2.77K ﹤0.01% 708
2025
Q3 		$401 Buy
+3
New +$385 ﹤0.01% 830

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

Elevation Wealth Partners's HIG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Hartford Financial Services (HIG) stake by 8.5% in Q3 2026, buying an estimated $1.1K and bringing the position to 102 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Elevation Wealth Partners first reported a position in HIG in Q3 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Elevation Wealth Partners held 102 shares of Hartford Financial Services worth $12.5K as of Q3 2026.
  • Elevation Wealth Partners bought 8 Hartford Financial Services shares in Q3 2026, an estimated $1.1K.
  • Hartford Financial Services made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #822 holding.
  • Elevation Wealth Partners first reported a position in Hartford Financial Services in Q3 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.