McGlone Suttner Wealth Management
HIG icon

McGlone Suttner Wealth Management’s Hartford Financial Services HIG Stock Holding History

McGlone Suttner 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 		$591K Sell
4,828
-78
-2% -$10.7K 0.07% 116
2026
Q2 		$650K Buy
4,906
+4
+0.1% +$535 0.08% 110
2026
Q1 		$663K Sell
4,902
-509
-9% -$69.5K 0.09% 99
2025
Q4 		$746K Buy
5,411
+124
+2% +$16.4K 0.1% 92
2025
Q3 		$705K Sell
5,287
-412
-7% -$52.8K 0.1% 94
2025
Q2 		$723K Buy
5,699
+167
+3% +$20.8K 0.11% 92
2025
Q1 		$684K Buy
5,532
+293
+6% +$33.6K 0.11% 89
2024
Q4 		$573K Buy
5,239
+108
+2% +$12.5K 0.1% 92
2024
Q3 		$603K Buy
5,131
+1,966
+62% +$216K 0.13% 91
2024
Q2 		$254K Sell
3,165
-1,203
-28% -$121K 0.05% 132
2024
Q1 		$450K Buy
4,368
+1,203
+38% +$110K 0.08% 101
2023
Q4 		$254K Buy
3,165
+331
+12% +$24.9K 0.05% 132
2023
Q3 		$201K Buy
+2,834
New +$206K 0.05% 134

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

McGlone Suttner Wealth Management's HIG Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its Hartford Financial Services (HIG) stake by 1.6% in Q3 2026, selling an estimated $10.7K and leaving 4,828 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #116.

McGlone Suttner Wealth Management first reported a position in HIG in Q3 2023 and has held it in 13 quarters since. The position peaked at $746K in Q4 2025. 727 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • McGlone Suttner Wealth Management held 4,828 shares of Hartford Financial Services worth $591K as of Q3 2026.
  • McGlone Suttner Wealth Management sold 78 Hartford Financial Services shares in Q3 2026, an estimated $10.7K.
  • Hartford Financial Services made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #116 holding.
  • McGlone Suttner Wealth Management first reported a position in Hartford Financial Services in Q3 2023 and has held it in 13 quarters since.
  • McGlone Suttner Wealth Management's Hartford Financial Services position peaked at $746K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.