Dynamic Advisor Solutions
HIG icon

Dynamic Advisor Solutions’s Hartford Financial Services HIG Stock Holding History

Dynamic Advisor Solutions’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 		$414K Buy
3,387
+604
+22% +$82.9K 0.01% 709
2026
Q2 		$369K Sell
2,783
-213
-7% -$28.5K 0.01% 782
2026
Q1 		$405K Buy
2,996
+895
+43% +$122K 0.01% 706
2025
Q4 		$290K Sell
2,101
-213
-9% -$28.1K 0.01% 792
2025
Q3 		$309K Buy
2,314
+67
+3% +$8.59K 0.01% 769
2025
Q2 		$285K Buy
2,247
+45
+2% +$5.59K 0.01% 761
2025
Q1 		$272K Buy
2,202
+12
+0.5% +$1.38K 0.01% 738
2024
Q4 		$240K Sell
2,190
-1,048
-32% -$122K 0.01% 580
2024
Q3 		$381K Sell
3,238
-295
-8% -$32.3K 0.01% 683
2024
Q2 		$355K Sell
3,533
-874
-20% -$87.7K 0.01% 712
2024
Q1 		$454K Buy
4,407
+71
+2% +$6.51K 0.02% 627
2023
Q4 		$359K Sell
4,336
-172
-4% -$13K 0.01% 662
2023
Q3 		$320K Buy
4,508
+1,584
+54% +$115K 0.02% 641
2023
Q2 		$211K Buy
+2,924
New +$205K 0.01% 732

Other funds holding HIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Dynamic Advisor Solutions's HIG Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Hartford Financial Services (HIG) stake by 22% in Q3 2026, buying an estimated $82.9K and bringing the position to 3,387 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #709.

Dynamic Advisor Solutions first reported a position in HIG in Q2 2023 and has held it in 14 quarters since. The position peaked at $454K in Q1 2024. 177 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Dynamic Advisor Solutions held 3,387 shares of Hartford Financial Services worth $414K as of Q3 2026.
  • Dynamic Advisor Solutions bought 604 Hartford Financial Services shares in Q3 2026, an estimated $82.9K.
  • Hartford Financial Services made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #709 holding.
  • Dynamic Advisor Solutions first reported a position in Hartford Financial Services in Q2 2023 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's Hartford Financial Services position peaked at $454K in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.