Aptus Capital Advisors
HIG icon

Aptus Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Aptus Capital Advisors’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 		$1.33M Buy
10,861
+1,369
+14% +$188K 0.01% 597
2026
Q2 		$1.26M Buy
9,492
+207
+2% +$27.7K 0.01% 583
2026
Q1 		$1.26M Buy
9,285
+856
+10% +$117K 0.01% 548
2025
Q4 		$1.16M Buy
8,429
+793
+10% +$105K 0.01% 548
2025
Q3 		$1.02M Sell
7,636
-1,813
-19% -$233K 0.01% 552
2025
Q2 		$1.2M Buy
9,449
+1,428
+18% +$177K 0.01% 496
2025
Q1 		$992K Buy
8,021
+3,141
+64% +$360K 0.01% 512
2024
Q4 		$535K Buy
4,880
+1,112
+30% +$129K 0.01% 617
2024
Q3 		$443K Buy
3,768
+353
+10% +$38.7K 0.01% 569
2024
Q2 		$343K Buy
3,415
+333
+11% +$33.4K 0.01% 586
2024
Q1 		$318K Buy
3,082
+591
+24% +$54.2K 0.01% 616
2023
Q4 		$200K Sell
2,491
-548
-18% -$41.3K 0.01% 562
2023
Q3 		$215K Buy
+3,039
New +$221K 0.01% 549
2023
Q1 		– Sell
-10,472
Closed -$794K – 834
2022
Q4 		$794K Buy
10,472
+1,261
+14% +$90.8K 0.02% 290
2022
Q3 		$575K Buy
+9,211
New +$599K 0.01% 315

Other funds holding HIG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Aptus Capital Advisors's HIG Position: Q3 2026 in Review

Aptus Capital Advisors increased its Hartford Financial Services (HIG) stake by 14% in Q3 2026, buying an estimated $188K and bringing the position to 10,861 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #597.

Aptus Capital Advisors first reported a position in HIG in Q3 2022 and has held it in 15 quarters since. 998 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Aptus Capital Advisors held 10,861 shares of Hartford Financial Services worth $1.33M as of Q3 2026.
  • Aptus Capital Advisors bought 1,369 Hartford Financial Services shares in Q3 2026, an estimated $188K.
  • Hartford Financial Services made up 0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #597 holding.
  • Aptus Capital Advisors first reported a position in Hartford Financial Services in Q3 2022 and has held it in 15 quarters since.
  • 998 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.