AF
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Allworth Financial’s Hartford Financial Services HIG Stock Holding History

Allworth Financial’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 		$2.08M Sell
15,659
-778
-5% -$104K 0.01% 520
2026
Q1 		$2.22M Buy
16,437
+1,564
+11% +$213K 0.01% 509
2025
Q4 		$2.05M Buy
14,873
+5,324
+56% +$702K 0.01% 510
2025
Q3 		$1.27M Buy
9,549
+109
+1% +$14K 0.01% 599
2025
Q2 		$1.2M Buy
9,440
+896
+10% +$111K 0.01% 595
2025
Q1 		$1.02M Buy
8,544
+443
+5% +$50.8K 0.01% 519
2024
Q4 		$904K Buy
8,101
+21
+0.3% +$2.44K 0.01% 560
2024
Q3 		$950K Sell
8,080
-3,204
-28% -$351K 0.01% 443
2024
Q2 		$1.14M Sell
11,284
-95
-0.8% -$9.54K 0.01% 406
2024
Q1 		$1.17M Sell
11,379
-188
-2% -$17.2K 0.01% 391
2023
Q4 		$930K Sell
11,567
-726
-6% -$54.7K 0.01% 420
2023
Q3 		$872K Buy
12,293
+567
+5% +$41.1K 0.01% 394
2023
Q2 		$845K Sell
11,726
-4,555
-28% -$320K 0.01% 407
2023
Q1 		$1.13M Sell
16,281
-93
-0.6% -$6.91K 0.01% 340
2022
Q4 		$1.24M Buy
16,374
+289
+2% +$20.8K 0.01% 317
2022
Q3 		$996K Buy
16,085
+254
+2% +$16.5K 0.01% 328
2022
Q2 		$1.04M Buy
15,831
+485
+3% +$34K 0.01% 303
2022
Q1 		$1.1M Sell
15,346
-687
-4% -$48.5K 0.01% 288
2021
Q4 		$1.11M Sell
16,033
-116
-0.7% -$8.18K 0.02% 271
2021
Q3 		$1.13M Buy
16,149
+4,735
+41% +$313K 0.02% 222
2021
Q2 		$707K Buy
11,414
+31
+0.3% +$2.03K 0.01% 221
2021
Q1 		$760K Buy
11,383
+42
+0.4% +$2.27K 0.02% 195
2020
Q4 		$555K Buy
11,341
+54
+0.5% +$2.33K 0.01% 163
2020
Q3 		$416K Buy
11,287
+51
+0.5% +$2.03K 0.01% 169
2020
Q2 		$433K Buy
11,236
+60
+0.5% +$2.29K 0.01% 159
2020
Q1 		$394K Hold
11,176
– – 0.01% 178
2019
Q4 		$679K Buy
11,176
+5,000
+81% +$300K 0.02% 90
2019
Q3 		$374K Hold
6,176
– – 0.01% 115
2019
Q2 		$344K Hold
6,176
– – 0.01% 122
2019
Q1 		$307K Buy
6,176
+6,122
+11,337% +$291K 0.01% 128
2018
Q4 		$2K Hold
54
– – ﹤0.01% 735
2018
Q3 		$3K Hold
54
– – ﹤0.01% 730
2018
Q2 		$3K Hold
54
– – ﹤0.01% 718
2018
Q1 		$3K Hold
54
– – ﹤0.01% 656
2017
Q4 		$3K Hold
54
– – ﹤0.01% 629
2017
Q3 		$3K Hold
54
– – ﹤0.01% 632
2017
Q2 		$3K Hold
54
– – ﹤0.01% 633
2017
Q1 		$3K Hold
54
– – ﹤0.01% 604
2016
Q4 		$3K Hold
54
– – ﹤0.01% 538
2016
Q3 		$2K Hold
54
– – ﹤0.01% 588
2016
Q2 		$2K Hold
54
– – ﹤0.01% 539
2016
Q1 		$2K Hold
54
– – ﹤0.01% 524
2015
Q4 		$2K Hold
54
– – ﹤0.01% 535
2015
Q3 		$2K Hold
54
– – ﹤0.01% 532
2015
Q2 		$2K Hold
54
– – ﹤0.01% 523
2015
Q1 		$2K Buy
+54
New +$2.21K ﹤0.01% 527

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

Allworth Financial's HIG Position: Q2 2026 in Review

Allworth Financial reduced its Hartford Financial Services (HIG) stake by 4.7% in Q2 2026, selling an estimated $104K and leaving 15,659 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #520.

Allworth Financial first reported a position in HIG in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.22M in Q1 2026. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Allworth Financial held 15,659 shares of Hartford Financial Services worth $2.08M as of Q2 2026.
  • Allworth Financial sold 778 Hartford Financial Services shares in Q2 2026, an estimated $104K.
  • Hartford Financial Services made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #520 holding.
  • Allworth Financial first reported a position in Hartford Financial Services in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's Hartford Financial Services position peaked at $2.22M in Q1 2026.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.