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EverSource Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

EverSource Wealth 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 		$404K Sell
3,052
-1,147
-27% -$153K 0.01% 648
2026
Q1 		$568K Buy
4,199
+213
+5% +$29.1K 0.02% 551
2025
Q4 		$549K Sell
3,986
-125
-3% -$16.5K 0.02% 507
2025
Q3 		$548K Sell
4,111
-121
-3% -$15.5K 0.02% 466
2025
Q2 		$537K Buy
4,232
+1,357
+47% +$169K 0.02% 430
2025
Q1 		$356K Buy
2,875
+242
+9% +$27.7K 0.02% 468
2024
Q4 		$288K Buy
2,633
+182
+7% +$21.1K 0.02% 519
2024
Q3 		$288K Buy
2,451
+51
+2% +$5.59K 0.02% 458
2024
Q2 		$266K Buy
2,400
+1,927
+407% +$193K 0.02% 471
2024
Q1 		$45.8K Buy
473
+121
+34% +$11.1K ﹤0.01% 1019
2023
Q4 		$28.3K Buy
352
+109
+45% +$8.21K ﹤0.01% 1099
2023
Q3 		$17.2K Buy
243
+22
+10% +$1.6K ﹤0.01% 1180
2023
Q2 		$15.9K Buy
221
+47
+27% +$3.3K ﹤0.01% 1235
2023
Q1 		$12.1K Sell
174
-343
-66% -$25.5K ﹤0.01% 1272
2022
Q4 		$39.2K Sell
517
-116
-18% -$8.35K 0.01% 850
2022
Q3 		$39K Buy
633
+118
+23% +$7.68K 0.01% 698
2022
Q2 		$34K Buy
515
+13
+3% +$911 0.01% 694
2022
Q1 		$36K Hold
502
– – 0.01% 525
2021
Q4 		$34K Buy
+502
New +$35.4K 0.01% 497

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EverSource Wealth Advisors's HIG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Hartford Financial Services (HIG) stake by 27% in Q2 2026, selling an estimated $153K and leaving 3,052 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #648.

EverSource Wealth Advisors first reported a position in HIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $568K in Q1 2026. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • EverSource Wealth Advisors held 3,052 shares of Hartford Financial Services worth $404K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,147 Hartford Financial Services shares in Q2 2026, an estimated $153K.
  • Hartford Financial Services made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #648 holding.
  • EverSource Wealth Advisors first reported a position in Hartford Financial Services in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Hartford Financial Services position peaked at $568K in Q1 2026.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.