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

Harvest 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
2025 Q4	$1.99M	Buy	+14,409	New	+$1.9M	1.13%	32
2025 Q2	$1.77M	Sell	13,949 -5,725	-29%	-$711K	1.14%	31
2025 Q1	$2.43M	Sell	19,674 -207	-1%	-$23.7K	1.76%	10
2024 Q4	$2.17M	Buy	19,881 +4	+0%	+$464	1.5%	14
2024 Q3	$2.34M	Sell	19,877 -3,155	-14%	-$346K	1.59%	11
2024 Q2	$2.32M	Sell	23,032 -1,105	-5%	-$111K	1.71%	8
2024 Q1	$2.49M	Sell	24,137 -295	-1%	-$27K	1.86%	8
2023 Q4	$1.96M	Sell	24,432 -167	-0.7%	-$12.6K	1.58%	11
2023 Q3	$1.74M	Sell	24,599 -108	-0.4%	-$7.84K	1.56%	11
2023 Q2	$1.78M	Sell	24,707 -170	-0.7%	-$11.9K	1.52%	12
2023 Q1	$1.73M	Buy	24,877 +105	+0.4%	+$7.8K	1.54%	10
2022 Q4	$1.88M	Buy	+24,772	New	+$1.78M	1.76%	9

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Harvest Investment Advisors's HIG Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Hartford Financial Services (HIG) in Q4 2025: 14,409 shares worth $1.99M. The stake represents 1.13% of the portfolio and ranks #32 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in HIG as recently as Q2 2025.

Harvest Investment Advisors first reported a position in HIG in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.49M in Q1 2024. 1,181 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

Harvest Investment Advisors held 14,409 shares of Hartford Financial Services worth $1.99M as of Q4 2025.
Hartford Financial Services was a new Harvest Investment Advisors position in Q4 2025.
Hartford Financial Services made up 1.13% of Harvest Investment Advisors's portfolio in Q4 2025, its #32 holding.
Harvest Investment Advisors first reported a position in Hartford Financial Services in Q4 2022 and has held it in 12 quarters since.
Harvest Investment Advisors's Hartford Financial Services position peaked at $2.49M in Q1 2024.
1,181 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.