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Advyzon Investment Management’s Hartford Financial Services HIG Stock Holding History

Advyzon Investment Management’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 		$332K Sell
2,507
-832
-25% -$111K 0.02% 580
2026
Q1 		$452K Buy
3,339
+1,743
+109% +$238K 0.04% 437
2025
Q4 		$220K Buy
+1,596
New +$211K 0.03% 537

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

Advyzon Investment Management's HIG Position: Q2 2026 in Review

Advyzon Investment Management reduced its Hartford Financial Services (HIG) stake by 25% in Q2 2026, selling an estimated $111K and leaving 2,507 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #580.

Advyzon Investment Management first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $452K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Advyzon Investment Management held 2,507 shares of Hartford Financial Services worth $332K as of Q2 2026.
  • Advyzon Investment Management sold 832 Hartford Financial Services shares in Q2 2026, an estimated $111K.
  • Hartford Financial Services made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #580 holding.
  • Advyzon Investment Management first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's Hartford Financial Services position peaked at $452K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.