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Asset Dedication LLC’s Hartford Financial Services HIG Stock Holding History

Asset Dedication LLC’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 		$288K Buy
2,174
+4
+0.2% +$535 0.02% 287
2026
Q1 		$293K Sell
2,170
-73
-3% -$9.96K 0.02% 267
2025
Q4 		$309K Hold
2,243
– – 0.02% 260
2025
Q3 		$299K Hold
2,243
– – 0.02% 274
2025
Q2 		$285K Hold
2,243
– – 0.02% 272
2025
Q1 		$278K Hold
2,243
– – 0.02% 255
2024
Q4 		$245K Buy
2,243
+3
+0.1% +$348 0.02% 269
2024
Q3 		$263K Buy
2,240
+411
+22% +$45.1K 0.02% 293
2024
Q2 		$184K Hold
1,829
– – 0.01% 328
2024
Q1 		$188K Sell
1,829
-10
-0.5% -$917 0.01% 303
2023
Q4 		$148K Sell
1,839
-163
-8% -$12.3K 0.01% 328
2023
Q3 		$142K Sell
2,002
-333
-14% -$24.2K 0.01% 324
2023
Q2 		$168K Hold
2,335
– – 0.01% 323
2023
Q1 		$163K Sell
2,335
-40
-2% -$2.97K 0.02% 317
2022
Q4 		$179K Buy
2,375
+44
+2% +$3.17K 0.02% 309
2022
Q3 		$144K Buy
+2,331
New +$152K 0.02% 315
2022
Q2 		– Sell
-282
Closed -$20K – 680
2022
Q1 		$20K Hold
282
– – ﹤0.01% 554
2021
Q4 		$19K Hold
282
– – ﹤0.01% 548
2021
Q3 		$20K Hold
282
– – ﹤0.01% 560
2021
Q2 		$17K Hold
282
– – ﹤0.01% 546
2021
Q1 		$19K Hold
282
– – ﹤0.01% 435
2020
Q4 		$14K Hold
282
– – ﹤0.01% 508
2020
Q3 		$10K Hold
282
– – ﹤0.01% 528
2020
Q2 		$11K Hold
282
– – ﹤0.01% 444
2020
Q1 		$10K Sell
282
-94
-25% -$4.9K ﹤0.01% 453
2019
Q4 		$23K Buy
376
+44
+13% +$2.64K 0.01% 379
2019
Q3 		$20K Buy
+332
New +$19.4K 0.01% 387

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

Asset Dedication LLC's HIG Position: Q2 2026 in Review

Asset Dedication LLC increased its Hartford Financial Services (HIG) stake by 0.18% in Q2 2026, buying an estimated $535 and bringing the position to 2,174 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #287.

Asset Dedication LLC first reported a position in HIG in Q3 2019 and has held it in 27 quarters since. The position peaked at $309K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Asset Dedication LLC held 2,174 shares of Hartford Financial Services worth $288K as of Q2 2026.
  • Asset Dedication LLC bought 4 Hartford Financial Services shares in Q2 2026, an estimated $535.
  • Hartford Financial Services made up 0.02% of Asset Dedication LLC's portfolio in Q2 2026, its #287 holding.
  • Asset Dedication LLC first reported a position in Hartford Financial Services in Q3 2019 and has held it in 27 quarters since.
  • Asset Dedication LLC's Hartford Financial Services position peaked at $309K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.