Evermay Wealth Management’s Hartford Financial Services HIG Stock Holding History

Evermay 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 Q3	$93.9K	Buy	767 +160	+26%	+$22K	0.01%	289
2026 Q2	$80.4K	Buy	+607	New	+$81.2K	0.01%	295
2024 Q1	–	Sell	-4	Closed	-$322	–	666
2023 Q4	$322	Buy	+4	New	+$301	﹤0.01%	648
2019 Q4	–	Sell	-3,449	Closed	-$209K	–	165
2019 Q3	$209K	Buy	+3,449	New	+$202K	0.06%	141
2018 Q1	–	Sell	-5,539	Closed	-$312K	–	140
2017 Q4	$312K	Sell	5,539 -400	-7%	-$22.3K	0.11%	98
2017 Q3	$329K	Hold	5,939	–	–	0.14%	63
2017 Q2	$312K	Hold	5,939	–	–	0.14%	60
2017 Q1	$285K	Buy	+5,939	New	+$287K	0.13%	70

Other funds holding HIG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Evermay Wealth Management's HIG Position: Q3 2026 in Review

Evermay Wealth Management increased its Hartford Financial Services (HIG) stake by 26% in Q3 2026, buying an estimated $22K and bringing the position to 767 shares worth $93.9K. The position accounts for 0.01% of the portfolio, ranked #289.

Evermay Wealth Management first reported a position in HIG in Q1 2017 and has held it in 8 quarters since. The position peaked at $329K in Q3 2017. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

Evermay Wealth Management held 767 shares of Hartford Financial Services worth $93.9K as of Q3 2026.
Evermay Wealth Management bought 160 Hartford Financial Services shares in Q3 2026, an estimated $22K.
Hartford Financial Services made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #289 holding.
Evermay Wealth Management first reported a position in Hartford Financial Services in Q1 2017 and has held it in 8 quarters since.
Evermay Wealth Management's Hartford Financial Services position peaked at $329K in Q3 2017.
660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.