AdviceOne Advisory Services’s Hartford Financial Services HIG Stock Holding History

AdviceOne Advisory Services’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	$457K	Hold	3,446	–	–	0.26%	25
2026 Q1	$466K	Sell	3,446 -232	-6%	-$31.7K	0.28%	19
2025 Q4	$507K	Sell	3,678 -185	-5%	-$24.4K	0.3%	17
2025 Q3	$515K	Sell	3,863 -297	-7%	-$38.1K	0.34%	14
2025 Q2	$528K	Sell	4,160 -411	-9%	-$51.1K	0.39%	12
2025 Q1	$566K	Hold	4,571	–	–	0.46%	12
2024 Q4	$500K	Buy	+4,571	New	+$530K	0.44%	12

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

AdviceOne Advisory Services's HIG Position: Q2 2026 in Review

AdviceOne Advisory Services held its Hartford Financial Services (HIG) position steady in Q2 2026 at 3,446 shares worth $457K. The position accounts for 0.26% of the portfolio, ranked #25.

AdviceOne Advisory Services first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $566K in Q1 2025. 303 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

AdviceOne Advisory Services held 3,446 shares of Hartford Financial Services worth $457K as of Q2 2026.
AdviceOne Advisory Services left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.26% of AdviceOne Advisory Services's portfolio in Q2 2026, its #25 holding.
AdviceOne Advisory Services first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
AdviceOne Advisory Services's Hartford Financial Services position peaked at $566K in Q1 2025.
303 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.