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Everpar Advisors’s Hartford Financial Services HIG Stock Holding History

Everpar 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 		– Sell
-2,156
Closed -$292K – 309
2026
Q1 		$292K Buy
2,156
+553
+34% +$75.5K 0.1% 215
2025
Q4 		$221K Buy
+1,603
New +$212K 0.08% 253

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everpar Advisors's HIG Position: Q2 2026 in Review

Everpar Advisors sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 2,156 shares — an estimated $292K sold.

Everpar Advisors first reported a position in HIG in Q4 2025 and held it in 2 quarters. The position peaked at $292K in Q1 2026. 160 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Everpar Advisors reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Everpar Advisors sold 2,156 Hartford Financial Services shares in Q2 2026, an estimated $292K.
  • Everpar Advisors first reported a position in Hartford Financial Services in Q4 2025 and held it in 2 quarters.
  • Everpar Advisors's Hartford Financial Services position peaked at $292K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.