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GoalVest Advisory’s Hartford Financial Services HIG Stock Holding History

GoalVest Advisory’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
Q3 		$10.4K Hold
85
– – ﹤0.01% 442
2026
Q2 		$11.3K Hold
85
– – ﹤0.01% 344
2026
Q1 		$11.5K Hold
85
– – ﹤0.01% 366
2025
Q4 		$11.7K Hold
85
– – ﹤0.01% 405
2025
Q3 		$11.3K Hold
85
– – ﹤0.01% 324
2025
Q2 		$10.8K Sell
85
-3
-3% -$373 ﹤0.01% 305
2025
Q1 		$10.9K Buy
88
+3
+4% +$344 ﹤0.01% 263
2024
Q4 		$9.3K Hold
85
– – ﹤0.01% 288
2024
Q3 		$10K Hold
85
– – ﹤0.01% 323
2024
Q2 		$8.55K Sell
85
-150
-64% -$15.1K ﹤0.01% 285
2024
Q1 		$24.2K Sell
235
-70
-23% -$6.42K 0.01% 252
2023
Q4 		$24.5K Buy
305
+251
+465% +$18.9K 0.01% 190
2023
Q3 		$3.83K Buy
+54
New +$3.92K ﹤0.01% 364
2022
Q4 		– Sell
-240
Closed -$15K – 252
2022
Q3 		$15K Hold
240
– – 0.01% 169
2022
Q2 		$16K Sell
240
-4
-2% -$280 0.01% 235
2022
Q1 		$18K Buy
+244
New +$17.2K 0.01% 202

Other funds holding HIG

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GoalVest Advisory's HIG Position: Q3 2026 in Review

GoalVest Advisory held its Hartford Financial Services (HIG) position steady in Q3 2026 at 85 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

GoalVest Advisory first reported a position in HIG in Q1 2022 and has held it in 16 quarters since. The position peaked at $24.5K in Q4 2023. 44 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • GoalVest Advisory held 85 shares of Hartford Financial Services worth $10.4K as of Q3 2026.
  • GoalVest Advisory left its Hartford Financial Services share count unchanged in Q3 2026.
  • Hartford Financial Services made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #442 holding.
  • GoalVest Advisory first reported a position in Hartford Financial Services in Q1 2022 and has held it in 16 quarters since.
  • GoalVest Advisory's Hartford Financial Services position peaked at $24.5K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.