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Foundations Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Foundations Investment 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
Q1 		$205K Hold
1,512
– – ﹤0.01% 1098
2025
Q4 		$208K Sell
1,512
-102
-6% -$13.5K ﹤0.01% 1048
2025
Q3 		$215K Sell
1,614
-72
-4% -$9.23K ﹤0.01% 975
2025
Q2 		$214K Buy
+1,686
New +$210K ﹤0.01% 867
2025
Q1 		– Sell
-3,777
Closed -$413K – 886
2024
Q4 		$413K Sell
3,777
-39
-1% -$4.52K 0.01% 579
2024
Q3 		$449K Buy
3,816
+20
+0.5% +$2.19K 0.01% 539
2024
Q2 		$382K Buy
3,796
+2
+0.1% +$201 0.01% 554
2024
Q1 		$391K Buy
3,794
+16
+0.4% +$1.47K 0.01% 519
2023
Q4 		$329K Buy
3,778
+25
+0.7% +$1.88K 0.01% 527
2023
Q3 		$266K Buy
3,753
+19
+0.5% +$1.38K 0.01% 538
2023
Q2 		$269K Buy
3,734
+141
+4% +$9.9K 0.01% 489
2023
Q1 		$250K Buy
3,593
+10
+0.3% +$743 0.01% 431
2022
Q4 		$272K Buy
3,583
+8
+0.2% +$576 0.01% 357
2022
Q3 		$221K Hold
3,575
– – 0.01% 364
2022
Q2 		$234K Hold
3,575
– – 0.01% 344
2022
Q1 		$268K Buy
3,575
+622
+21% +$43.9K 0.01% 295
2021
Q4 		$214K Hold
2,953
– – 0.01% 325
2021
Q3 		$212K Buy
+2,953
New +$195K 0.01% 292

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Foundations Investment Advisors's HIG Position: Q1 2026 in Review

Foundations Investment Advisors held its Hartford Financial Services (HIG) position steady in Q1 2026 at 1,512 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Foundations Investment Advisors first reported a position in HIG in Q3 2021 and has held it in 18 quarters since. The position peaked at $449K in Q3 2024. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Foundations Investment Advisors held 1,512 shares of Hartford Financial Services worth $205K as of Q1 2026.
  • Foundations Investment Advisors left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1098 holding.
  • Foundations Investment Advisors first reported a position in Hartford Financial Services in Q3 2021 and has held it in 18 quarters since.
  • Foundations Investment Advisors's Hartford Financial Services position peaked at $449K in Q3 2024.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.