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Retirement Wealth Solutions’s Hartford Financial Services HIG Stock Holding History

Retirement Wealth Solutions’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 Buy
13
+6
+86% +$824 ﹤0.01% 648
2026
Q2 		$928 Sell
7
-5
-42% -$669 ﹤0.01% 666
2026
Q1 		$1.62K Buy
12
+5
+71% +$682 ﹤0.01% 547
2025
Q4 		$965 Hold
7
– – ﹤0.01% 591
2025
Q3 		$934 Buy
+7
New +$898 ﹤0.01% 575

Other funds holding HIG

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Retirement Wealth Solutions's HIG Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Hartford Financial Services (HIG) stake by 86% in Q3 2026, buying an estimated $824 and bringing the position to 13 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Retirement Wealth Solutions first reported a position in HIG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.62K in Q1 2026. 44 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Retirement Wealth Solutions held 13 shares of Hartford Financial Services worth $1.59K as of Q3 2026.
  • Retirement Wealth Solutions bought 6 Hartford Financial Services shares in Q3 2026, an estimated $824.
  • Hartford Financial Services made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #648 holding.
  • Retirement Wealth Solutions first reported a position in Hartford Financial Services in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Hartford Financial Services position peaked at $1.62K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.