Colonial Trust Advisors’s Hartford Financial Services HIG Stock Holding History

Colonial Trust 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 Q2	$21.7K	Buy	+164	New	+$21.9K	﹤0.01%	471
2024 Q2	–	Sell	-4	Closed	-$412	–	881
2024 Q1	$412	Hold	4	–	–	﹤0.01%	920
2023 Q4	$322	Hold	4	–	–	﹤0.01%	843
2023 Q3	$284	Buy	4 +2	+100%	+$145	﹤0.01%	856
2023 Q2	$144	Hold	2	–	–	﹤0.01%	888
2023 Q1	$139	Hold	2	–	–	﹤0.01%	880
2022 Q4	$152	Buy	+2	New	+$144	﹤0.01%	885

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

Colonial Trust Advisors's HIG Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in Hartford Financial Services (HIG) in Q2 2026: 164 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in HIG as recently as Q1 2024.

Colonial Trust Advisors first reported a position in HIG in Q4 2022 and has held it in 7 quarters since. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Colonial Trust Advisors held 164 shares of Hartford Financial Services worth $21.7K as of Q2 2026.
Hartford Financial Services was a new Colonial Trust Advisors position in Q2 2026.
Hartford Financial Services made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #471 holding.
Colonial Trust Advisors first reported a position in Hartford Financial Services in Q4 2022 and has held it in 7 quarters since.
1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.