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Beacon Pointe Advisors’s Hartford Financial Services HIG Stock Holding History

Beacon Pointe 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
Q1 		$840K Buy
6,211
+1,996
+47% +$272K ﹤0.01% 1069
2025
Q4 		$581K Buy
4,215
+899
+27% +$119K ﹤0.01% 1030
2025
Q3 		$442K Sell
3,316
-1,384
-29% -$178K ﹤0.01% 1048
2025
Q2 		$596K Sell
4,700
-289
-6% -$35.9K 0.01% 840
2025
Q1 		$617K Buy
4,989
+12
+0.2% +$1.38K 0.01% 780
2024
Q4 		$544K Sell
4,977
-409
-8% -$47.4K 0.01% 806
2024
Q3 		$633K Sell
5,386
-736
-12% -$80.7K 0.01% 770
2024
Q2 		$616K Sell
6,122
-327
-5% -$32.8K 0.01% 806
2024
Q1 		$665K Sell
6,449
-25
-0.4% -$2.29K 0.01% 809
2023
Q4 		$520K Sell
6,474
-335
-5% -$25.2K 0.01% 887
2023
Q3 		$483K Buy
6,809
+743
+12% +$53.9K 0.01% 891
2023
Q2 		$437K Sell
6,066
-329
-5% -$23.1K 0.01% 756
2023
Q1 		$446K Buy
6,395
+1,059
+20% +$78.6K 0.01% 801
2022
Q4 		$405K Sell
5,336
-991
-16% -$71.3K 0.01% 761
2022
Q3 		$390K Buy
6,327
+46
+0.7% +$2.99K 0.01% 722
2022
Q2 		$410K Buy
6,281
+96
+2% +$6.73K 0.01% 714
2022
Q1 		$444K Buy
6,185
+1,561
+34% +$110K 0.01% 834
2021
Q4 		$319K Buy
4,624
+1,505
+48% +$106K 0.01% 709
2021
Q3 		$219K Buy
+3,119
New +$206K 0.01% 825

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Beacon Pointe Advisors's HIG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Hartford Financial Services (HIG) stake by 47% in Q1 2026, buying an estimated $272K and bringing the position to 6,211 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Beacon Pointe Advisors first reported a position in HIG in Q3 2021 and has held it in 19 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Beacon Pointe Advisors held 6,211 shares of Hartford Financial Services worth $840K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,996 Hartford Financial Services shares in Q1 2026, an estimated $272K.
  • Hartford Financial Services made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1069 holding.
  • Beacon Pointe Advisors first reported a position in Hartford Financial Services in Q3 2021 and has held it in 19 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.