HWA
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Heartwood Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Heartwood Wealth 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 		– Sell
-700
Closed -$93.4K – 375
2025
Q3 		$93.4K Buy
+700
New +$89.8K 0.01% 259

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Heartwood Wealth Advisors's HIG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 700 shares — an estimated $93.4K sold.

Heartwood Wealth Advisors first reported a position in HIG in Q3 2025 and held it in 1 quarter. The position peaked at $93.4K in Q3 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 700 Hartford Financial Services shares in Q4 2025, an estimated $93.4K.
  • Heartwood Wealth Advisors first reported a position in Hartford Financial Services in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Hartford Financial Services position peaked at $93.4K in Q3 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.