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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GoalVest Advisory's HIG Position: Q2 2026 in Review

GoalVest Advisory held its Hartford Financial Services (HIG) position steady in Q2 2026 at 85 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

GoalVest Advisory first reported a position in HIG in Q1 2022 and has held it in 15 quarters since. The position peaked at $24.5K in Q4 2023. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

GoalVest Advisory held 85 shares of Hartford Financial Services worth $11.3K as of Q2 2026.
GoalVest Advisory left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #344 holding.
GoalVest Advisory first reported a position in Hartford Financial Services in Q1 2022 and has held it in 15 quarters since.
GoalVest Advisory's Hartford Financial Services position peaked at $24.5K in Q4 2023.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.