Wetzel Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Wetzel Investment 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 Q2	$399K	Hold	3,000	–	–	0.14%	83
2026 Q1	$407K	Hold	3,000	–	–	0.16%	83
2025 Q4	$415K	Hold	3,000	–	–	0.17%	77
2025 Q3	$402K	Hold	3,000	–	–	0.17%	77
2025 Q2	$382K	Hold	3,000	–	–	0.17%	77
2025 Q1	$373K	Hold	3,000	–	–	0.19%	80
2024 Q4	$330K	Hold	3,000	–	–	0.16%	90
2024 Q3	$354K	Hold	3,000	–	–	0.18%	84
2024 Q2	$309K	Hold	3,000	–	–	0.18%	88
2024 Q1	$291K	Sell	3,000 -157	-5%	-$14.4K	0.17%	89
2023 Q4	$254K	Buy	+3,157	New	+$238K	0.16%	95

Other funds holding HIG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Wetzel Investment Advisors's HIG Position: Q2 2026 in Review

Wetzel Investment Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 3,000 shares worth $399K. The position accounts for 0.14% of the portfolio, ranked #83.

Wetzel Investment Advisors first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $415K in Q4 2025. 303 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Wetzel Investment Advisors held 3,000 shares of Hartford Financial Services worth $399K as of Q2 2026.
Wetzel Investment Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.14% of Wetzel Investment Advisors's portfolio in Q2 2026, its #83 holding.
Wetzel Investment Advisors first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Hartford Financial Services position peaked at $415K in Q4 2025.
303 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.