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Continuum Advisory’s Hartford Financial Services HIG Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-37,445
Closed -$4.63M – 900
2025
Q1 		$4.63M Buy
37,445
+159
+0.4% +$18.2K 0.6% 33
2024
Q4 		$4.08M Buy
37,286
+1,465
+4% +$170K 0.52% 35
2024
Q3 		$4.17M Buy
35,821
+1,716
+5% +$188K 0.53% 33
2024
Q2 		$3.43M Buy
34,105
+1,356
+4% +$136K 0.49% 36
2024
Q1 		$3.32M Buy
32,749
+4,909
+18% +$450K 0.5% 37
2023
Q4 		$2.24M Buy
27,840
+3,055
+12% +$230K 0.32% 76
2023
Q3 		$1.76M Buy
24,785
+4,742
+24% +$344K 0.28% 96
2023
Q2 		$1.44M Buy
20,043
+12,384
+162% +$870K 0.23% 120
2023
Q1 		$534K Sell
7,659
-1,233
-14% -$91.6K 0.09% 256
2022
Q4 		$674K Sell
8,892
-291
-3% -$20.9K 0.12% 207
2022
Q3 		$569K Sell
9,183
-1,113
-11% -$72.4K 0.1% 217
2022
Q2 		$674K Sell
10,296
-1,554
-13% -$109K 0.12% 207
2022
Q1 		$829K Buy
11,850
+3,782
+47% +$267K 0.16% 164
2021
Q4 		$557K Buy
8,068
+625
+8% +$44.1K 0.13% 170
2021
Q3 		$523K Buy
7,443
+1,245
+20% +$82.3K 0.14% 156
2021
Q2 		$384K Buy
+6,198
New +$406K 0.12% 181

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Continuum Advisory's HIG Position: Q2 2025 in Review

Continuum Advisory sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 37,445 shares — an estimated $4.63M sold.

Continuum Advisory first reported a position in HIG in Q2 2021 and held it in 16 quarters. The position peaked at $4.63M in Q1 2025. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Continuum Advisory reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 37,445 Hartford Financial Services shares in Q2 2025, an estimated $4.63M.
  • Continuum Advisory first reported a position in Hartford Financial Services in Q2 2021 and held it in 16 quarters.
  • Continuum Advisory's Hartford Financial Services position peaked at $4.63M in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.