Capital Asset Advisory Services’s Hartford Financial Services HIG Stock Holding History

Capital Asset 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 Q4	–	Sell	-1,578	Closed	-$211K	–	294
2025 Q3	$211K	Buy	+1,578	New	+$202K	0.01%	269
2024 Q4	–	Sell	-1,745	Closed	-$202K	–	320
2024 Q3	$202K	Buy	+1,745	New	+$191K	0.01%	313
2021 Q1	–	Sell	-98	Closed	-$5K	–	1016
2020 Q4	$5K	Buy	+98	New	+$4.23K	﹤0.01%	1270

Other funds holding HIG

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Norges Bank Oslo, Norway $1T AUM

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

Capital Asset Advisory Services's HIG Position: Q4 2025 in Review

Capital Asset Advisory Services sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 1,578 shares — an estimated $211K sold.

Capital Asset Advisory Services first reported a position in HIG in Q4 2020 and held it in 3 quarters. The position peaked at $211K in Q3 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

Capital Asset Advisory Services reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
Capital Asset Advisory Services sold 1,578 Hartford Financial Services shares in Q4 2025, an estimated $211K.
Capital Asset Advisory Services first reported a position in Hartford Financial Services in Q4 2020 and held it in 3 quarters.
Capital Asset Advisory Services's Hartford Financial Services position peaked at $211K in Q3 2025.
1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Capital Asset Advisory Services's 13F filing for Q4 2025, filed 9 Jan 2026.