Mosley Wealth Management
HIG icon

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

Mosley 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 		$1.59K Hold
12
– – ﹤0.01% 521
2026
Q2 		$1.59K Buy
+12
New +$1.6K ﹤0.01% 518

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

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

Mosley Wealth Management held its Hartford Financial Services (HIG) position steady in Q3 2026 at 12 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Mosley Wealth Management first reported a position in HIG in Q2 2026 and has held it in 2 quarters since. 727 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Mosley Wealth Management held 12 shares of Hartford Financial Services worth $1.59K as of Q3 2026.
  • Mosley Wealth Management left its Hartford Financial Services share count unchanged in Q3 2026.
  • Hartford Financial Services made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #521 holding.
  • Mosley Wealth Management first reported a position in Hartford Financial Services in Q2 2026 and has held it in 2 quarters since.
  • 727 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.