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Advisor OS’s Hartford Financial Services HIG Stock Holding History

Advisor OS’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 		$545K Buy
4,114
+1,595
+63% +$213K 0.04% 294
2026
Q1 		$341K Buy
2,519
+288
+13% +$39.3K 0.02% 400
2025
Q4 		$307K Buy
2,231
+91
+4% +$12K 0.02% 380
2025
Q3 		$285K Buy
+2,140
New +$274K 0.02% 378

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

Advisor OS's HIG Position: Q2 2026 in Review

Advisor OS increased its Hartford Financial Services (HIG) stake by 63% in Q2 2026, buying an estimated $213K and bringing the position to 4,114 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #294.

Advisor OS first reported a position in HIG in Q3 2025 and has held it in 4 quarters since. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Advisor OS held 4,114 shares of Hartford Financial Services worth $545K as of Q2 2026.
  • Advisor OS bought 1,595 Hartford Financial Services shares in Q2 2026, an estimated $213K.
  • Hartford Financial Services made up 0.04% of Advisor OS's portfolio in Q2 2026, its #294 holding.
  • Advisor OS first reported a position in Hartford Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.