Addison Advisors
HIG icon

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
Q3 		$20.8K Sell
170
-5
-3% -$686 0.01% 357
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% +$14.2K 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% +$3.32K ﹤0.01% 521
2024
Q4 		$12.1K Sell
111
-57
-34% -$6.61K ﹤0.01% 565
2024
Q3 		$19.8K Buy
168
+88
+110% +$9.6K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Addison Advisors's HIG Position: Q3 2026 in Review

Addison Advisors reduced its Hartford Financial Services (HIG) stake by 2.9% in Q3 2026, selling an estimated $686 and leaving 170 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #357.

Addison Advisors first reported a position in HIG in Q4 2021 and has held it in 15 quarters since. The position peaked at $72.2K in Q1 2026. 727 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Addison Advisors held 170 shares of Hartford Financial Services worth $20.8K as of Q3 2026.
  • Addison Advisors sold 5 Hartford Financial Services shares in Q3 2026, an estimated $686.
  • Hartford Financial Services made up 0.01% of Addison Advisors's portfolio in Q3 2026, its #357 holding.
  • Addison Advisors first reported a position in Hartford Financial Services in Q4 2021 and has held it in 15 quarters since.
  • Addison Advisors's Hartford Financial Services position peaked at $72.2K in Q1 2026.
  • 727 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.