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Wedmont Private Capital’s Hartford Financial Services HIG Stock Holding History

Wedmont Private Capital’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 		$689K Buy
5,320
+151
+3% +$20.7K 0.02% 495
2026
Q2 		$717K Buy
5,169
+310
+6% +$41.5K 0.02% 441
2026
Q1 		$675K Sell
4,859
-25
-0.5% -$3.41K 0.02% 401
2025
Q4 		$664K Buy
4,884
+28
+0.6% +$3.69K 0.02% 381
2025
Q3 		$650K Buy
4,856
+150
+3% +$19.2K 0.02% 378
2025
Q2 		$574K Buy
4,706
+56
+1% +$6.96K 0.02% 394
2025
Q1 		$540K Buy
4,650
+479
+11% +$54.9K 0.03% 363
2024
Q4 		$443K Buy
4,171
+34
+0.8% +$3.94K 0.02% 423
2024
Q3 		$473K Buy
4,137
+159
+4% +$17.4K 0.03% 368
2024
Q2 		$405K Buy
3,978
+312
+9% +$31.3K 0.03% 400
2024
Q1 		$362K Buy
3,666
+17
+0.5% +$1.56K 0.03% 399
2023
Q4 		$299K Buy
+3,649
New +$275K 0.02% 431

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
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
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Wedmont Private Capital's HIG Position: Q3 2026 in Review

Wedmont Private Capital increased its Hartford Financial Services (HIG) stake by 2.9% in Q3 2026, buying an estimated $20.7K and bringing the position to 5,320 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #495.

Wedmont Private Capital first reported a position in HIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $717K in Q2 2026. 44 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Wedmont Private Capital held 5,320 shares of Hartford Financial Services worth $689K as of Q3 2026.
  • Wedmont Private Capital bought 151 Hartford Financial Services shares in Q3 2026, an estimated $20.7K.
  • Hartford Financial Services made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #495 holding.
  • Wedmont Private Capital first reported a position in Hartford Financial Services in Q4 2023 and has held it in 12 quarters since.
  • Wedmont Private Capital's Hartford Financial Services position peaked at $717K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.