CCA
HIG icon

Checchi Capital Advisers’s Hartford Financial Services HIG Stock Holding History

Checchi Capital Advisers’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 		$374K Buy
2,769
+517
+23% +$70.6K 0.02% 414
2025
Q4 		$310K Buy
2,252
+33
+1% +$4.35K 0.02% 426
2025
Q3 		$296K Sell
2,219
-144
-6% -$18.5K 0.02% 440
2025
Q2 		$300K Sell
2,363
-102
-4% -$12.7K 0.02% 456
2025
Q1 		$305K Buy
2,465
+12
+0.5% +$1.38K 0.02% 454
2024
Q4 		$268K Buy
2,453
+185
+8% +$21.4K 0.02% 464
2024
Q3 		$267K Sell
2,268
-47
-2% -$5.15K 0.01% 470
2024
Q2 		$233K Sell
2,315
-212
-8% -$21.3K 0.01% 499
2024
Q1 		$260K Sell
2,527
-40
-2% -$3.67K 0.02% 473
2023
Q4 		$206K Buy
+2,567
New +$193K 0.02% 524
2023
Q3 		– Sell
-2,880
Closed -$207K – 560
2023
Q2 		$207K Buy
+2,880
New +$202K 0.02% 534
2023
Q1 		– Sell
-2,661
Closed -$202K – 575
2022
Q4 		$202K Buy
+2,661
New +$192K 0.02% 514
2020
Q1 		– Sell
-3,804
Closed -$231K – 427
2019
Q4 		$231K Sell
3,804
-475
-11% -$28.5K 0.03% 373
2019
Q3 		$259K Buy
+4,279
New +$250K 0.03% 330
2016
Q3 		– Sell
-3,829
Closed -$170K – 754
2016
Q2 		$170K Sell
3,829
-258
-6% -$11.5K 0.02% 391
2016
Q1 		$188K Buy
+4,087
New +$172K 0.04% 362

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

Checchi Capital Advisers's HIG Position: Q1 2026 in Review

Checchi Capital Advisers increased its Hartford Financial Services (HIG) stake by 23% in Q1 2026, buying an estimated $70.6K and bringing the position to 2,769 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #414.

Checchi Capital Advisers first reported a position in HIG in Q1 2016 and has held it in 16 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Checchi Capital Advisers held 2,769 shares of Hartford Financial Services worth $374K as of Q1 2026.
  • Checchi Capital Advisers bought 517 Hartford Financial Services shares in Q1 2026, an estimated $70.6K.
  • Hartford Financial Services made up 0.02% of Checchi Capital Advisers's portfolio in Q1 2026, its #414 holding.
  • Checchi Capital Advisers first reported a position in Hartford Financial Services in Q1 2016 and has held it in 16 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.