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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dynamic Advisor Solutions's HIG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Hartford Financial Services (HIG) stake by 7.1% in Q2 2026, selling an estimated $28.5K and leaving 2,783 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #782.

Dynamic Advisor Solutions first reported a position in HIG in Q2 2023 and has held it in 13 quarters since. The position peaked at $454K in Q1 2024. 195 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Dynamic Advisor Solutions held 2,783 shares of Hartford Financial Services worth $369K as of Q2 2026.
  • Dynamic Advisor Solutions sold 213 Hartford Financial Services shares in Q2 2026, an estimated $28.5K.
  • Hartford Financial Services made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #782 holding.
  • Dynamic Advisor Solutions first reported a position in Hartford Financial Services in Q2 2023 and has held it in 13 quarters since.
  • Dynamic Advisor Solutions's Hartford Financial Services position peaked at $454K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.