HSA
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HBK Sorce Advisory’s Hartford Financial Services HIG Stock Holding History

HBK Sorce 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 		$415K Sell
2,888
-81
-3% -$10.8K 0.01% 427
2026
Q1 		$392K Buy
2,969
+81
+3% +$11.1K 0.01% 424
2025
Q4 		$412K Buy
2,888
+14
+0.5% +$1.85K 0.01% 405
2025
Q3 		$370K Buy
2,874
+144
+5% +$18.5K 0.01% 422
2025
Q2 		$346K Sell
2,730
-4,672
-63% -$581K 0.01% 423
2025
Q1 		$916K Sell
7,402
-28
-0.4% -$3.21K 0.03% 226
2024
Q4 		$813K Buy
7,430
+8
+0.1% +$928 0.02% 252
2024
Q3 		$873K Sell
7,422
-162
-2% -$17.8K 0.03% 238
2024
Q2 		$762K Buy
7,584
+685
+10% +$68.8K 0.03% 251
2024
Q1 		$711K Sell
6,899
-1,679
-20% -$154K 0.03% 268
2023
Q4 		$690K Sell
8,578
-1,008
-11% -$75.9K 0.03% 259
2023
Q3 		$680K Sell
9,586
-12
-0.1% -$871 0.03% 253
2023
Q2 		$691K Hold
9,598
– – 0.03% 264
2023
Q1 		$669K Sell
9,598
-9,598
-50% -$713K 0.03% 279
2022
Q4 		$1.46M Buy
19,196
+9,710
+102% +$699K 0.04% 223
2022
Q3 		$588K Hold
9,486
– – 0.04% 239
2022
Q2 		$621K Hold
9,486
– – 0.05% 210
2022
Q1 		$681K Sell
9,486
-3,070
-24% -$217K 0.04% 256
2021
Q4 		$867K Hold
12,556
– – 0.04% 228
2021
Q3 		$882K Sell
12,556
-225
-2% -$14.9K 0.05% 225
2021
Q2 		$792K Buy
12,781
+146
+1% +$9.57K 0.04% 238
2021
Q1 		$844K Hold
12,635
– – 0.05% 212
2020
Q4 		$619K Sell
12,635
-415
-3% -$17.9K 0.04% 242
2020
Q3 		$481K Buy
+13,050
New +$520K 0.03% 267
2020
Q1 		– Sell
-5,188
Closed -$315K – 424
2019
Q4 		$315K Buy
5,188
+25
+0.5% +$1.5K 0.03% 336
2019
Q3 		$313K Buy
5,163
+45
+0.9% +$2.63K 0.03% 315
2019
Q2 		$285K Buy
5,118
+100
+2% +$5.28K 0.03% 332
2019
Q1 		$250K Buy
5,018
+94
+2% +$4.46K 0.03% 367
2018
Q4 		$219K Buy
4,924
+115
+2% +$5.17K 0.03% 344
2018
Q3 		$240K Sell
4,809
-50
-1% -$2.57K 0.03% 339
2018
Q2 		$248K Buy
4,859
+24
+0.5% +$1.26K 0.03% 334
2018
Q1 		$249K Sell
4,835
-302
-6% -$16.5K 0.03% 318
2017
Q4 		$289K Buy
5,137
+40
+0.8% +$2.23K 0.03% 313
2017
Q3 		$283K Sell
5,097
-176
-3% -$9.57K 0.04% 255
2017
Q2 		$277K Sell
5,273
-200
-4% -$9.91K 0.04% 250
2017
Q1 		$263K Sell
5,473
-146
-3% -$7.07K 0.04% 261
2016
Q4 		$268K Hold
5,619
– – 0.05% 249
2016
Q3 		$241K Sell
5,619
-657
-10% -$27.5K 0.05% 250
2016
Q2 		$279K Buy
6,276
+10
+0.2% +$446 0.06% 213
2016
Q1 		$289K Buy
6,266
+547
+10% +$23K 0.07% 189
2015
Q4 		$249K Buy
+5,719
New +$262K 0.07% 182

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HBK Sorce Advisory's HIG Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Hartford Financial Services (HIG) stake by 2.7% in Q2 2026, selling an estimated $10.8K and leaving 2,888 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #427.

HBK Sorce Advisory first reported a position in HIG in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.46M in Q4 2022. 663 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • HBK Sorce Advisory held 2,888 shares of Hartford Financial Services worth $415K as of Q2 2026.
  • HBK Sorce Advisory sold 81 Hartford Financial Services shares in Q2 2026, an estimated $10.8K.
  • Hartford Financial Services made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #427 holding.
  • HBK Sorce Advisory first reported a position in Hartford Financial Services in Q4 2015 and has held it in 41 quarters since.
  • HBK Sorce Advisory's Hartford Financial Services position peaked at $1.46M in Q4 2022.
  • 663 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.