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HORAN Wealth’s Hartford Financial Services HIG Stock Holding History

HORAN Wealth’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 		$1.66M Buy
12,128
+6,094
+101% +$832K 0.16% 83
2025
Q4 		$831K Buy
6,034
+23
+0.4% +$3.04K 0.13% 93
2025
Q3 		$802K Buy
6,011
+2,768
+85% +$355K 0.13% 107
2025
Q2 		$411K Buy
+3,243
New +$403K 0.13% 85

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

HORAN Wealth's HIG Position: Q1 2026 in Review

HORAN Wealth increased its Hartford Financial Services (HIG) stake by 101% in Q1 2026, buying an estimated $832K and bringing the position to 12,128 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #83.

HORAN Wealth first reported a position in HIG in Q2 2025 and has held it in 4 quarters since. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • HORAN Wealth held 12,128 shares of Hartford Financial Services worth $1.66M as of Q1 2026.
  • HORAN Wealth bought 6,094 Hartford Financial Services shares in Q1 2026, an estimated $832K.
  • Hartford Financial Services made up 0.16% of HORAN Wealth's portfolio in Q1 2026, its #83 holding.
  • HORAN Wealth first reported a position in Hartford Financial Services in Q2 2025 and has held it in 4 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.