Rise Advisors’s Hartford Financial Services HIG Stock Holding History

Rise Advisors’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 Q4	–	Sell	-140	Closed	-$18.7K	–	675
2025 Q3	$18.7K	Buy	140 +8	+6%	+$1.03K	0.01%	621
2025 Q2	$16.7K	Hold	132	–	–	0.01%	645
2025 Q1	$16.3K	Buy	+132	New	+$15.1K	0.01%	631
2023 Q2	–	Sell	-14	Closed	-$976	–	726
2023 Q1	$976	Buy	+14	New	+$1.04K	﹤0.01%	663

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Rise Advisors's HIG Position: Q4 2025 in Review

Rise Advisors sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 140 shares — an estimated $18.7K sold.

Rise Advisors first reported a position in HIG in Q1 2023 and held it in 4 quarters. The position peaked at $18.7K in Q3 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

Rise Advisors reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 140 Hartford Financial Services shares in Q4 2025, an estimated $18.7K.
Rise Advisors first reported a position in Hartford Financial Services in Q1 2023 and held it in 4 quarters.
Rise Advisors's Hartford Financial Services position peaked at $18.7K in Q3 2025.
1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.