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Advus Financial Partners’s Hartford Financial Services HIG Stock Holding History

Advus Financial Partners’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 		$717K Hold
5,411
– – 0.16% 100
2026
Q1 		$732K Buy
5,411
+39
+0.7% +$5.32K 0.18% 95
2025
Q4 		$740K Sell
5,372
-1,469
-21% -$194K 0.18% 86
2025
Q3 		$913K Sell
6,841
-7
-0.1% -$898 0.22% 76
2025
Q2 		$869K Sell
6,848
-8
-0.1% -$994 0.22% 77
2025
Q1 		$848K Buy
6,856
+224
+3% +$25.7K 0.24% 67
2024
Q4 		$726K Sell
6,632
-135
-2% -$15.7K 0.2% 70
2024
Q3 		$796K Hold
6,767
– – 0.23% 68
2024
Q2 		$680K Hold
6,767
– – 0.21% 68
2024
Q1 		$697K Sell
6,767
-21
-0.3% -$1.93K 0.22% 66
2023
Q4 		$546K Buy
6,788
+1,800
+36% +$136K 0.19% 76
2023
Q3 		$354K Buy
4,988
+942
+23% +$68.4K 0.14% 94
2023
Q2 		$291K Buy
+4,046
New +$284K 0.11% 110

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

Advus Financial Partners's HIG Position: Q2 2026 in Review

Advus Financial Partners held its Hartford Financial Services (HIG) position steady in Q2 2026 at 5,411 shares worth $717K. The position accounts for 0.16% of the portfolio, ranked #100.

Advus Financial Partners first reported a position in HIG in Q2 2023 and has held it in 13 quarters since. The position peaked at $913K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Advus Financial Partners held 5,411 shares of Hartford Financial Services worth $717K as of Q2 2026.
  • Advus Financial Partners left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.16% of Advus Financial Partners's portfolio in Q2 2026, its #100 holding.
  • Advus Financial Partners first reported a position in Hartford Financial Services in Q2 2023 and has held it in 13 quarters since.
  • Advus Financial Partners's Hartford Financial Services position peaked at $913K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.