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

Capital Advisors Ltd’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	$22K	Buy	166 +135	+435%	+$18.1K	﹤0.01%	668
2026 Q1	$4K	Hold	31	–	–	﹤0.01%	996
2025 Q4	$4K	Hold	31	–	–	﹤0.01%	973
2025 Q3	$4K	Hold	31	–	–	﹤0.01%	959
2025 Q2	$4K	Hold	31	–	–	﹤0.01%	963
2025 Q1	$4K	Sell	31 -10	-24%	-$1.15K	﹤0.01%	952
2024 Q4	$4K	Buy	41 +11	+37%	+$1.27K	﹤0.01%	965
2024 Q3	$4K	Sell	30 -2	-6%	-$219	﹤0.01%	956
2024 Q2	$3K	Sell	32 -3	-9%	-$301	﹤0.01%	990
2024 Q1	$4K	Buy	35 +9	+35%	+$825	﹤0.01%	915
2023 Q4	$2K	Hold	26	–	–	﹤0.01%	1025
2023 Q3	$2K	Sell	26 -1	-4%	-$73	﹤0.01%	1011
2023 Q2	$2K	Sell	27 -13	-33%	-$913	﹤0.01%	1021
2023 Q1	$3K	Buy	40 +6	+18%	+$446	﹤0.01%	811
2022 Q4	$3K	Buy	34 +16	+89%	+$1.15K	﹤0.01%	768
2022 Q3	$1K	Buy	18 +3	+20%	+$195	﹤0.01%	1027
2022 Q2	$1K	Buy	+15	New	+$1.05K	﹤0.01%	799
2022 Q1	–	Sell	-8	Closed	-$1K	–	1037
2021 Q4	$1K	Buy	+8	New	+$564	﹤0.01%	678
2021 Q1	–	Sell	-198	Closed	-$10K	–	479
2020 Q4	$10K	Hold	198	–	–	﹤0.01%	384
2020 Q3	$7K	Hold	198	–	–	﹤0.01%	398
2020 Q2	$8K	Hold	198	–	–	﹤0.01%	383
2020 Q1	$7K	Hold	198	–	–	﹤0.01%	388
2019 Q4	$12K	Hold	198	–	–	﹤0.01%	340
2019 Q3	$12K	Hold	198	–	–	﹤0.01%	337
2019 Q2	$11K	Hold	198	–	–	﹤0.01%	377
2019 Q1	$10K	Sell	198 -220	-53%	-$10.4K	﹤0.01%	370
2018 Q4	$19K	Hold	418	–	–	0.01%	340
2018 Q3	$21K	Buy	418 +198	+90%	+$10.2K	0.01%	358
2018 Q2	$11K	Hold	220	–	–	﹤0.01%	322
2018 Q1	$11K	Hold	220	–	–	﹤0.01%	317
2017 Q4	$12K	Hold	220	–	–	﹤0.01%	314
2017 Q3	$12K	Hold	220	–	–	﹤0.01%	314
2017 Q2	$12K	Hold	220	–	–	﹤0.01%	317
2017 Q1	$11K	Hold	220	–	–	﹤0.01%	299
2016 Q4	$10K	Hold	220	–	–	﹤0.01%	296
2016 Q3	$9K	Hold	220	–	–	﹤0.01%	298
2016 Q2	$10K	Hold	220	–	–	﹤0.01%	277
2016 Q1	$10K	Hold	220	–	–	0.01%	269
2015 Q4	$10K	Hold	220	–	–	0.01%	260
2015 Q3	$10K	Hold	220	–	–	0.01%	254
2015 Q2	$9K	Hold	220	–	–	﹤0.01%	285
2015 Q1	$9K	Hold	220	–	–	﹤0.01%	268
2014 Q4	$9K	Buy	220 +1	+0.5%	+$40	﹤0.01%	259
2014 Q3	$8K	Sell	219 -1	-0.5%	-$36	﹤0.01%	266
2014 Q2	$8K	Hold	220	–	–	﹤0.01%	280
2014 Q1	$8K	Hold	220	–	–	﹤0.01%	285
2013 Q4	$8K	Buy	+220	New	+$7.58K	0.01%	250

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Advisors Ltd's HIG Position: Q2 2026 in Review

Capital Advisors Ltd increased its Hartford Financial Services (HIG) stake by 435% in Q2 2026, buying an estimated $18.1K and bringing the position to 166 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Capital Advisors Ltd first reported a position in HIG in Q4 2013 and has held it in 47 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Capital Advisors Ltd held 166 shares of Hartford Financial Services worth $22K as of Q2 2026.
Capital Advisors Ltd bought 135 Hartford Financial Services shares in Q2 2026, an estimated $18.1K.
Hartford Financial Services made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #668 holding.
Capital Advisors Ltd first reported a position in Hartford Financial Services in Q4 2013 and has held it in 47 quarters since.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.