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Evergreen Wealth Solutions’s Hartford Financial Services HIG Stock Holding History

Evergreen Wealth Solutions’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
Q1 		$402K Buy
2,970
+371
+14% +$50.6K 0.03% 282
2025
Q4 		$358K Buy
+2,599
New +$343K 0.05% 150

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Evergreen Wealth Solutions's HIG Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Hartford Financial Services (HIG) stake by 14% in Q1 2026, buying an estimated $50.6K and bringing the position to 2,970 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #282.

Evergreen Wealth Solutions first reported a position in HIG in Q4 2025 and has held it in 2 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Evergreen Wealth Solutions held 2,970 shares of Hartford Financial Services worth $402K as of Q1 2026.
  • Evergreen Wealth Solutions bought 371 Hartford Financial Services shares in Q1 2026, an estimated $50.6K.
  • Hartford Financial Services made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #282 holding.
  • Evergreen Wealth Solutions first reported a position in Hartford Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.