Claro Advisors
HIG icon

Claro Advisors’s Hartford Financial Services HIG Stock Holding History

Claro 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
Q3 		$286K Sell
2,338
-1,226
-34% -$168K 0.03% 415
2026
Q2 		$472K Buy
3,564
+571
+19% +$76.3K 0.05% 279
2026
Q1 		$405K Buy
+2,993
New +$409K 0.05% 288
2019
Q1 		– Sell
-194
Closed -$10K – 492
2018
Q4 		$10K Buy
+194
New +$8.73K 0.01% 674

Other funds holding HIG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Claro Advisors's HIG Position: Q3 2026 in Review

Claro Advisors reduced its Hartford Financial Services (HIG) stake by 34% in Q3 2026, selling an estimated $168K and leaving 2,338 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #415.

Claro Advisors first reported a position in HIG in Q4 2018 and has held it in 4 quarters since. The position peaked at $472K in Q2 2026. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Claro Advisors held 2,338 shares of Hartford Financial Services worth $286K as of Q3 2026.
  • Claro Advisors sold 1,226 Hartford Financial Services shares in Q3 2026, an estimated $168K.
  • Hartford Financial Services made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #415 holding.
  • Claro Advisors first reported a position in Hartford Financial Services in Q4 2018 and has held it in 4 quarters since.
  • Claro Advisors's Hartford Financial Services position peaked at $472K in Q2 2026.
  • 660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.