Root Financial Partners
HIG icon

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
Q3 		$252K Buy
2,057
+286
+16% +$39.3K 0.01% 358
2026
Q2 		$235K Buy
1,771
+165
+10% +$22.1K 0.01% 353
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Root Financial Partners's HIG Position: Q3 2026 in Review

Root Financial Partners increased its Hartford Financial Services (HIG) stake by 16% in Q3 2026, buying an estimated $39.3K and bringing the position to 2,057 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #358.

Root Financial Partners first reported a position in HIG in Q3 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Root Financial Partners held 2,057 shares of Hartford Financial Services worth $252K as of Q3 2026.
  • Root Financial Partners bought 286 Hartford Financial Services shares in Q3 2026, an estimated $39.3K.
  • Hartford Financial Services made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #358 holding.
  • Root Financial Partners first reported a position in Hartford Financial Services in Q3 2025 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.