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Great Valley Advisor Group’s Hartford Financial Services HIG Stock Holding History

Great Valley Advisor Group’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
-1,657
Closed -$224K – 1071
2026
Q1 		$224K Sell
1,657
-2
-0.1% -$273 ﹤0.01% 916
2025
Q4 		$229K Buy
1,659
+106
+7% +$14K ﹤0.01% 853
2025
Q3 		$208K Buy
+1,553
New +$199K ﹤0.01% 883
2025
Q2 		– Sell
-1,929
Closed -$238K – 920
2025
Q1 		$238K Sell
1,929
-318
-14% -$36.5K 0.01% 789
2024
Q4 		$246K Sell
2,247
-310
-12% -$35.9K 0.01% 751
2024
Q3 		$300K Buy
2,557
+182
+8% +$20K 0.01% 687
2024
Q2 		$238K Sell
2,375
-743
-24% -$74.6K 0.01% 703
2024
Q1 		$321K Buy
+3,118
New +$286K 0.01% 591
2023
Q3 		– Sell
-17,949
Closed -$1.29M – 700
2023
Q2 		$1.29M Buy
17,949
+38
+0.2% +$2.67K 0.05% 278
2023
Q1 		$1.25M Hold
17,911
– – 0.06% 277
2022
Q4 		$1.36M Hold
17,911
– – 0.07% 276
2022
Q3 		$1.11M Buy
17,911
+1
+0% +$65 0.06% 287
2022
Q2 		$1.17M Hold
17,910
– – 0.06% 278
2022
Q1 		$1.29M Buy
17,910
+237
+1% +$16.7K 0.08% 244
2021
Q4 		$1.22M Hold
17,673
– – 0.08% 244
2021
Q3 		$1.24M Buy
17,673
+43
+0.2% +$2.84K 0.09% 222
2021
Q2 		$1.09M Buy
+17,630
New +$1.16M 0.08% 227

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

Great Valley Advisor Group's HIG Position: Q2 2026 in Review

Great Valley Advisor Group sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 1,657 shares — an estimated $224K sold.

Great Valley Advisor Group first reported a position in HIG in Q2 2021 and held it in 17 quarters. The position peaked at $1.36M in Q4 2022. 1,192 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Great Valley Advisor Group reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,657 Hartford Financial Services shares in Q2 2026, an estimated $224K.
  • Great Valley Advisor Group first reported a position in Hartford Financial Services in Q2 2021 and held it in 17 quarters.
  • Great Valley Advisor Group's Hartford Financial Services position peaked at $1.36M in Q4 2022.
  • 1,192 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.