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Sarver Vrooman Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Sarver Vrooman Wealth 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
2026
Q3 		$39.2K Hold
320
– – 0.02% 88
2026
Q2 		$43K Sell
320
-9
-3% -$1.2K 0.03% 78
2026
Q1 		$44.5K Buy
329
+17
+5% +$2.32K 0.03% 70
2025
Q4 		$43K Sell
312
-189
-38% -$24.9K 0.03% 76
2025
Q3 		$66.8K Hold
501
– – 0.04% 55
2025
Q2 		$63.6K Sell
501
-173
-26% -$21.5K 0.04% 54
2025
Q1 		$83.4K Buy
+674
New +$77.3K 0.06% 28

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

Sarver Vrooman Wealth Advisors's HIG Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Hartford Financial Services (HIG) position steady in Q3 2026 at 320 shares worth $39.2K. The position accounts for 0.02% of the portfolio, ranked #88.

Sarver Vrooman Wealth Advisors first reported a position in HIG in Q1 2025 and has held it in 7 quarters since. The position peaked at $83.4K in Q1 2025. 44 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 320 shares of Hartford Financial Services worth $39.2K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its Hartford Financial Services share count unchanged in Q3 2026.
  • Hartford Financial Services made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #88 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Hartford Financial Services in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's Hartford Financial Services position peaked at $83.4K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.