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Avantax Advisory Services’s Hartford Financial Services HIG Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.53M Sell
12,051
-26
-0.2% -$3.23K 0.01% 934
2025
Q1 		$1.49M Sell
12,077
-4,118
-25% -$472K 0.01% 896
2024
Q4 		$1.77M Sell
16,195
-221
-1% -$25.6K 0.01% 769
2024
Q3 		$1.93M Sell
16,416
-38
-0.2% -$4.17K 0.01% 715
2024
Q2 		$1.65M Buy
16,454
+11,911
+262% +$1.2M 0.01% 737
2024
Q1 		$468K Buy
4,543
+122
+3% +$11.2K ﹤0.01% 1075
2023
Q4 		$355K Sell
4,421
-342
-7% -$25.8K ﹤0.01% 1147
2023
Q3 		$338K Sell
4,763
-48
-1% -$3.48K ﹤0.01% 1131
2023
Q2 		$346K Sell
4,811
-3,768
-44% -$265K ﹤0.01% 1108
2023
Q1 		$598K Buy
8,579
+1,306
+18% +$97K 0.01% 836
2022
Q4 		$551K Buy
7,273
+1,142
+19% +$82.2K 0.01% 816
2022
Q3 		$380K Buy
6,131
+1,408
+30% +$91.6K 0.01% 900
2022
Q2 		$309K Buy
4,723
+1
+0% +$70 ﹤0.01% 992
2022
Q1 		$337K Sell
4,722
-597
-11% -$42.1K ﹤0.01% 952
2021
Q4 		$367K Buy
5,319
+188
+4% +$13.3K 0.01% 881
2021
Q3 		$360K Buy
+5,131
New +$339K 0.01% 845

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Avantax Advisory Services's HIG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Hartford Financial Services (HIG) stake by 0.22% in Q2 2025, selling an estimated $3.23K and leaving 12,051 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #934.

Avantax Advisory Services first reported a position in HIG in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.93M in Q3 2024. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Avantax Advisory Services held 12,051 shares of Hartford Financial Services worth $1.53M as of Q2 2025.
  • Avantax Advisory Services sold 26 Hartford Financial Services shares in Q2 2025, an estimated $3.23K.
  • Hartford Financial Services made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #934 holding.
  • Avantax Advisory Services first reported a position in Hartford Financial Services in Q3 2021 and has held it in 16 quarters since.
  • Avantax Advisory Services's Hartford Financial Services position peaked at $1.93M in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.