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Root Financial Partners’s Hartford Financial Services HIG Stock Holding History

Root Financial 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
Q1 		$217K Buy
1,606
+150
+10% +$20.5K 0.01% 314
2025
Q4 		$201K Sell
1,456
-192
-12% -$25.3K 0.01% 302
2025
Q3 		$220K Buy
+1,648
New +$211K 0.01% 265

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Root Financial Partners's HIG Position: Q1 2026 in Review

Root Financial Partners increased its Hartford Financial Services (HIG) stake by 10% in Q1 2026, buying an estimated $20.5K and bringing the position to 1,606 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #314.

Root Financial Partners first reported a position in HIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $220K in Q3 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Root Financial Partners held 1,606 shares of Hartford Financial Services worth $217K as of Q1 2026.
  • Root Financial Partners bought 150 Hartford Financial Services shares in Q1 2026, an estimated $20.5K.
  • Hartford Financial Services made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #314 holding.
  • Root Financial Partners first reported a position in Hartford Financial Services in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Hartford Financial Services position peaked at $220K in Q3 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.