RAFFA WEALTH MANAGEMENT, LLC’s Hartford Financial Services HIG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	$9.41K	Buy	71 +10	+16%	+$1.34K	﹤0.01%	444
2026 Q1	$8.25K	Buy	61 +2	+3%	+$273	﹤0.01%	437
2025 Q4	$8.13K	Hold	59	–	–	﹤0.01%	414
2025 Q3	$7.87K	Hold	59	–	–	﹤0.01%	406
2025 Q2	$7.49K	Sell	59 -20	-25%	-$2.49K	﹤0.01%	432
2025 Q1	$9.78K	Sell	79 -18	-19%	-$2.06K	﹤0.01%	322
2024 Q4	$10.6K	Buy	97 +20	+26%	+$2.32K	﹤0.01%	316
2024 Q3	$9.06K	Hold	77	–	–	﹤0.01%	324
2024 Q2	$7.74K	Hold	77	–	–	﹤0.01%	480
2024 Q1	$7.93K	Hold	77	–	–	﹤0.01%	454
2023 Q4	$6.19K	Hold	77	–	–	﹤0.01%	365
2023 Q3	$5.46K	Hold	77	–	–	﹤0.01%	364
2023 Q2	$5.55K	Hold	77	–	–	﹤0.01%	372
2023 Q1	$5.37K	Hold	77	–	–	﹤0.01%	390
2022 Q4	$5.84K	Hold	77	–	–	﹤0.01%	361
2022 Q3	$4.77K	Hold	77	–	–	﹤0.01%	397
2022 Q2	$5.04K	Hold	77	–	–	﹤0.01%	390
2022 Q1	$5.53K	Hold	77	–	–	﹤0.01%	386
2021 Q4	$5.32K	Hold	77	–	–	﹤0.01%	416
2021 Q3	$5.41K	Hold	77	–	–	﹤0.01%	362
2021 Q2	$4.77K	Hold	77	–	–	﹤0.01%	388
2021 Q1	$5.14K	Buy	77 +18	+31%	+$973	﹤0.01%	398
2020 Q4	$2.89K	Buy	59 +13	+28%	+$561	﹤0.01%	463
2020 Q3	$1.7K	Hold	46	–	–	﹤0.01%	527
2020 Q2	$1.77K	Buy	46 +6	+15%	+$229	﹤0.01%	503
2020 Q1	$1.41K	Buy	40 +9	+29%	+$469	﹤0.01%	497
2019 Q4	$1.88K	Hold	31	–	–	﹤0.01%	413
2019 Q3	$1.88K	Buy	+31	New	+$1.81K	﹤0.01%	407
2019 Q2	–	Sell	-31	Closed	-$1.54K	–	1010
2019 Q1	$1.54K	Hold	31	–	–	﹤0.01%	411
2018 Q4	$1.38K	Hold	31	–	–	﹤0.01%	430
2018 Q3	$1.55K	Hold	31	–	–	﹤0.01%	447
2018 Q2	$1.58K	Hold	31	–	–	﹤0.01%	421
2018 Q1	$1.6K	Buy	+31	New	+$1.7K	﹤0.01%	396
2017 Q1	–	Sell	-20	Closed	-$953	–	574
2016 Q4	$953	Hold	20	–	–	﹤0.01%	448
2016 Q3	$856	Hold	20	–	–	﹤0.01%	470
2016 Q2	$888	Hold	20	–	–	﹤0.01%	435
2016 Q1	$922	Hold	20	–	–	﹤0.01%	418
2015 Q4	$869	Hold	20	–	–	﹤0.01%	433
2015 Q3	$916	Hold	20	–	–	﹤0.01%	409
2015 Q2	$831	Hold	20	–	–	﹤0.01%	447
2015 Q1	$836	Hold	20	–	–	﹤0.01%	445
2014 Q4	$834	Hold	20	–	–	﹤0.01%	410
2014 Q3	$745	Buy	+20	New	+$724	﹤0.01%	426
2014 Q1	–	Sell	-20	Closed	-$834	–	466
2013 Q4	$834	Buy	+20	New	+$689	﹤0.01%	410

Other funds holding HIG

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HIG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Hartford Financial Services (HIG) stake by 16% in Q2 2026, buying an estimated $1.34K and bringing the position to 71 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HIG in Q4 2013 and has held it in 44 quarters since. The position peaked at $10.6K in Q4 2024. 334 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 71 shares of Hartford Financial Services worth $9.41K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 10 Hartford Financial Services shares in Q2 2026, an estimated $1.34K.
Hartford Financial Services made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #444 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Hartford Financial Services in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Hartford Financial Services position peaked at $10.6K in Q4 2024.
334 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.