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WealthTrak Capital Management’s Hartford Financial Services HIG Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-26
Closed -$3.3K – 434
2025
Q2 		$3.3K Buy
26
+12
+86% +$1.49K ﹤0.01% 359
2025
Q1 		$1.73K Sell
14
-6
-30% -$688 ﹤0.01% 408
2024
Q4 		$2.19K Buy
+20
New +$2.32K ﹤0.01% 305

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WealthTrak Capital Management's HIG Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 26 shares — an estimated $3.3K sold.

WealthTrak Capital Management first reported a position in HIG in Q4 2024 and held it in 3 quarters. The position peaked at $3.3K in Q2 2025. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 26 Hartford Financial Services shares in Q3 2025, an estimated $3.3K.
  • WealthTrak Capital Management first reported a position in Hartford Financial Services in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Hartford Financial Services position peaked at $3.3K in Q2 2025.
  • 1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.