Premier Path Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Premier Path 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
2026 Q3	$622K	Buy	5,086 +1,300	+34%	+$178K	0.07%	225
2026 Q2	$502K	Sell	3,786 -192	-5%	-$25.7K	0.06%	265
2026 Q1	$538K	Buy	3,978 +1,309	+49%	+$179K	0.07%	258
2025 Q4	$368K	Buy	2,669 +407	+18%	+$53.7K	0.05%	294
2025 Q3	$302K	Buy	2,262 +71	+3%	+$9.11K	0.04%	332
2025 Q2	$278K	Buy	2,191 +179	+9%	+$22.2K	0.04%	334
2025 Q1	$249K	Buy	2,012 +65	+3%	+$7.45K	0.04%	332
2024 Q4	$213K	Buy	1,947 +13	+0.7%	+$1.51K	0.03%	356
2024 Q3	$227K	Buy	+1,934	New	+$212K	0.04%	338

Other funds holding HIG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Premier Path Wealth Partners's HIG Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Hartford Financial Services (HIG) stake by 34% in Q3 2026, buying an estimated $178K and bringing the position to 5,086 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #225.

Premier Path Wealth Partners first reported a position in HIG in Q3 2024 and has held it in 9 quarters since. 643 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

Premier Path Wealth Partners held 5,086 shares of Hartford Financial Services worth $622K as of Q3 2026.
Premier Path Wealth Partners bought 1,300 Hartford Financial Services shares in Q3 2026, an estimated $178K.
Hartford Financial Services made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #225 holding.
Premier Path Wealth Partners first reported a position in Hartford Financial Services in Q3 2024 and has held it in 9 quarters since.
643 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.