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Addison Advisors’s Hartford Financial Services HIG Stock Holding History

Addison 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 		$23.2K Sell
175
-359
-67% -$48K 0.01% 324
2026
Q1 		$72.2K Buy
534
+151
+39% +$20.6K 0.02% 367
2025
Q4 		$52.8K Buy
383
+108
+39% +$14.3K 0.01% 415
2025
Q3 		$36.7K Sell
275
-46
-14% -$5.9K 0.01% 454
2025
Q2 		$40.7K Buy
321
+181
+129% +$22.5K 0.01% 434
2025
Q1 		$17.3K Buy
140
+29
+26% +$3.33K ﹤0.01% 521
2024
Q4 		$12.1K Sell
111
-57
-34% -$6.61K ﹤0.01% 565
2024
Q3 		$19.8K Buy
168
+88
+110% +$9.65K 0.01% 510
2024
Q2 		$8.04K Buy
+80
New +$8.03K ﹤0.01% 587
2023
Q1 		– Sell
-3
Closed -$227 – 697
2022
Q4 		$227 Hold
3
– – ﹤0.01% 752
2022
Q3 		$0 Hold
3
– – ﹤0.01% 719
2022
Q2 		$0 Hold
3
– – ﹤0.01% 712
2022
Q1 		$0 Hold
3
– – ﹤0.01% 739
2021
Q4 		$0 Buy
+3
New +$212 ﹤0.01% 688

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Addison Advisors's HIG Position: Q2 2026 in Review

Addison Advisors reduced its Hartford Financial Services (HIG) stake by 67% in Q2 2026, selling an estimated $48K and leaving 175 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #324.

Addison Advisors first reported a position in HIG in Q4 2021 and has held it in 14 quarters since. The position peaked at $72.2K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Addison Advisors held 175 shares of Hartford Financial Services worth $23.2K as of Q2 2026.
  • Addison Advisors sold 359 Hartford Financial Services shares in Q2 2026, an estimated $48K.
  • Hartford Financial Services made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #324 holding.
  • Addison Advisors first reported a position in Hartford Financial Services in Q4 2021 and has held it in 14 quarters since.
  • Addison Advisors's Hartford Financial Services position peaked at $72.2K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.