Capital Analysts LLC’s Hartford Financial Services HIG Stock Holding History

Capital Analysts 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
2025 Q2	–	Sell	-59	Closed	-$7K	–	1403
2025 Q1	$7K	Buy	+59	New	+$6.76K	﹤0.01%	1178
2023 Q1	–	Sell	-1,027	Closed	-$78K	–	1014
2022 Q4	$78K	Hold	1,027	–	–	﹤0.01%	545
2022 Q3	$64K	Sell	1,027 -2,471	-71%	-$161K	﹤0.01%	519
2022 Q2	$229K	Buy	+3,498	New	+$245K	0.02%	330
2022 Q1	–	Sell	-3,469	Closed	-$240K	–	977
2021 Q4	$240K	Buy	3,469 +13	+0.4%	+$917	0.01%	324
2021 Q3	$243K	Buy	+3,456	New	+$228K	0.02%	320
2016 Q3	–	Sell	-1,228	Closed	-$54.5K	–	411
2016 Q2	$54.5K	Buy	1,228 +230	+23%	+$10.3K	0.01%	256
2016 Q1	$46K	Buy	998 +370	+59%	+$15.6K	0.01%	279
2015 Q4	$27.3K	Buy	+628	New	+$28.8K	0.01%	322

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Capital Analysts LLC's HIG Position: Q2 2025 in Review

Capital Analysts LLC sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 59 shares — an estimated $7K sold.

Capital Analysts LLC first reported a position in HIG in Q4 2015 and held it in 9 quarters. The position peaked at $243K in Q3 2021. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

Capital Analysts LLC reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
Capital Analysts LLC sold 59 Hartford Financial Services shares in Q2 2025, an estimated $7K.
Capital Analysts LLC first reported a position in Hartford Financial Services in Q4 2015 and held it in 9 quarters.
Capital Analysts LLC's Hartford Financial Services position peaked at $243K in Q3 2021.
1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.