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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
Q2 		– Sell
-1,512
Closed -$205K – 1253
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 $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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's HIG Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 1,512 shares — an estimated $205K sold.

Foundations Investment Advisors first reported a position in HIG in Q3 2021 and held it in 18 quarters. The position peaked at $449K in Q3 2024. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,512 Hartford Financial Services shares in Q2 2026, an estimated $205K.
  • Foundations Investment Advisors first reported a position in Hartford Financial Services in Q3 2021 and held it in 18 quarters.
  • Foundations Investment Advisors's Hartford Financial Services position peaked at $449K in Q3 2024.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.