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ORG Wealth Partners’s Hartford Financial Services HIG Stock Holding History

ORG Wealth Partners’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
2025
Q3 		– Sell
-231
Closed -$29.2K – 656
2025
Q2 		$29.2K Hold
231
– – 0.01% 372
2025
Q1 		$28.7K Sell
231
-411
-64% -$47.1K 0.01% 396
2024
Q4 		$70.2K Sell
642
-115
-15% -$13.3K 0.02% 222
2024
Q3 		$89K Buy
+757
New +$83K 0.03% 197

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ORG Wealth Partners's HIG Position: Q3 2025 in Review

ORG Wealth Partners sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 231 shares — an estimated $29.2K sold.

ORG Wealth Partners first reported a position in HIG in Q3 2024 and held it in 4 quarters. The position peaked at $89K in Q3 2024. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

  • ORG Wealth Partners reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 231 Hartford Financial Services shares in Q3 2025, an estimated $29.2K.
  • ORG Wealth Partners first reported a position in Hartford Financial Services in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Hartford Financial Services position peaked at $89K in Q3 2024.
  • 1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.