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 Q3	$396K	Sell	3,239 -207	-6%	-$28.4K	0.24%	28
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

AdviceOne Advisory Services's HIG Position: Q3 2026 in Review

AdviceOne Advisory Services reduced its Hartford Financial Services (HIG) stake by 6% in Q3 2026, selling an estimated $28.4K and leaving 3,239 shares worth $396K. The position accounts for 0.24% of the portfolio, ranked #28.

AdviceOne Advisory Services first reported a position in HIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $566K in Q1 2025. 272 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

AdviceOne Advisory Services held 3,239 shares of Hartford Financial Services worth $396K as of Q3 2026.
AdviceOne Advisory Services sold 207 Hartford Financial Services shares in Q3 2026, an estimated $28.4K.
Hartford Financial Services made up 0.24% of AdviceOne Advisory Services's portfolio in Q3 2026, its #28 holding.
AdviceOne Advisory Services first reported a position in Hartford Financial Services in Q4 2024 and has held it in 8 quarters since.
AdviceOne Advisory Services's Hartford Financial Services position peaked at $566K in Q1 2025.
272 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.