Impact Partnership Wealth
HIG icon

Impact Partnership Wealth’s Hartford Financial Services HIG Stock Holding History

Impact Partnership 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
Q3 		$1.73M Buy
14,122
+1,999
+16% +$274K 0.15% 106
2026
Q2 		$1.61M Buy
12,123
+1,219
+11% +$163K 0.16% 95
2026
Q1 		$1.47M Buy
10,904
+810
+8% +$111K 0.18% 78
2025
Q4 		$1.39M Buy
10,094
+3,083
+44% +$407K 0.18% 76
2025
Q3 		$935K Buy
7,011
+1,634
+30% +$210K 0.14% 97
2025
Q2 		$682K Buy
+5,377
New +$668K 0.13% 91
2025
Q1 		– Sell
-4,583
Closed -$501K – 297
2024
Q4 		$501K Buy
4,583
+491
+12% +$56.9K 0.1% 127
2024
Q3 		$481K Buy
+4,092
New +$449K 0.11% 117
2024
Q2 		– Sell
-2,678
Closed -$276K – 415
2024
Q1 		$276K Buy
2,678
+2,651
+9,819% +$243K 0.11% 131
2023
Q4 		$2.17K Sell
27
-3,666
-99% -$276K ﹤0.01% 681
2023
Q3 		$262K Buy
3,693
+3,651
+8,693% +$265K 0.08% 143
2023
Q2 		$3.02K Buy
+42
New +$2.95K ﹤0.01% 572

Other funds holding HIG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Impact Partnership Wealth's HIG Position: Q3 2026 in Review

Impact Partnership Wealth increased its Hartford Financial Services (HIG) stake by 16% in Q3 2026, buying an estimated $274K and bringing the position to 14,122 shares worth $1.73M. The position accounts for 0.15% of the portfolio, ranked #106.

Impact Partnership Wealth first reported a position in HIG in Q2 2023 and has held it in 12 quarters since. 727 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Impact Partnership Wealth held 14,122 shares of Hartford Financial Services worth $1.73M as of Q3 2026.
  • Impact Partnership Wealth bought 1,999 Hartford Financial Services shares in Q3 2026, an estimated $274K.
  • Hartford Financial Services made up 0.15% of Impact Partnership Wealth's portfolio in Q3 2026, its #106 holding.
  • Impact Partnership Wealth first reported a position in Hartford Financial Services in Q2 2023 and has held it in 12 quarters since.
  • 727 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.