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 Q3	$11.9K	Sell	97 -67	-41%	-$9.2K	﹤0.01%	544
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Colonial Trust Advisors's HIG Position: Q3 2026 in Review

Colonial Trust Advisors reduced its Hartford Financial Services (HIG) stake by 41% in Q3 2026, selling an estimated $9.2K and leaving 97 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Colonial Trust Advisors first reported a position in HIG in Q4 2022 and has held it in 8 quarters since. The position peaked at $21.7K in Q2 2026. 998 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

Colonial Trust Advisors held 97 shares of Hartford Financial Services worth $11.9K as of Q3 2026.
Colonial Trust Advisors sold 67 Hartford Financial Services shares in Q3 2026, an estimated $9.2K.
Hartford Financial Services made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #544 holding.
Colonial Trust Advisors first reported a position in Hartford Financial Services in Q4 2022 and has held it in 8 quarters since.
Colonial Trust Advisors's Hartford Financial Services position peaked at $21.7K in Q2 2026.
998 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.