Challenger Wealth Management HIG HARTFORD FINL SVCS GROUP INC

Ownership history in Challenger Wealth Management  ·  5 quarters on record

AI Ownership Summary

Challenger Wealth Management reported HARTFORD FINL SVCS GROUP INC (HIG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.64% in 2025 Q1. The latest visible filing shows HIG at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Challenger Wealth Management's position in HARTFORD FINL SVCS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HIG was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Challenger Wealth Management held HIG — position size vs. price
% of Fund (quarterly)    HIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,763 -34 -0.7% 0.50% $656K 2026-02-14 (Est.) $140.65
2025 Q3 REDUCED 27.4% +4.5% 4,797 -1,807 -27.4% 0.50% $640K 2025-11-14 $132.70
2025 Q2 ADDED 6,604 +37 +0.6% 0.58% $838K 2025-08-14 $129.70
2025 Q1 ADDED 6,567 +20 +0.3% 0.64% $812K 2025-05-16 $128.96
2024 Q4 INITIATED 6,547 0.62% $716K 2025-02-24 $111.45

FAQ About Challenger Wealth Management and HIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Challenger Wealth Management reported owning HIG?

Challenger Wealth Management reported HIG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HIG position in Challenger Wealth Management's portfolio?

The largest reported portfolio weight for HIG was 0.64% in 2025 Q1.

What is the latest reported HIG position on this page?

The most recent filing on this page is 2025 Q4, when Challenger Wealth Management reported 4,763 shares, equal to 0.50% of portfolio, with an estimated market value of $656K.

What does the chart on this HIG ownership page compare?

The chart compares Challenger Wealth Management's quarterly HIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Challenger Wealth Management time their HIG position?

Based on 13F filing dates vs. subsequent HIG price moves, Challenger Wealth Management correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on HIG relative to SPY over the holding period was +9.5%.

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