Heritage Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Heritage 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
2026 Q2	$2.78K	Hold	21	–	–	﹤0.01%	615
2026 Q1	$2.84K	Hold	21	–	–	﹤0.01%	610
2025 Q4	$2.89K	Hold	21	–	–	﹤0.01%	532
2025 Q3	$2.8K	Hold	21	–	–	﹤0.01%	506
2025 Q2	$2.66K	Hold	21	–	–	﹤0.01%	500
2025 Q1	$2.6K	Sell	21 -31	-60%	-$3.55K	﹤0.01%	494
2024 Q4	$5.69K	Buy	52 +9	+21%	+$1.04K	﹤0.01%	479
2024 Q3	$5.06K	Buy	+43	New	+$4.71K	﹤0.01%	478
2023 Q4	–	Sell	-325	Closed	-$23K	–	575
2023 Q3	$23K	Hold	325	–	–	﹤0.01%	366
2023 Q2	$23.4K	Hold	325	–	–	﹤0.01%	387
2023 Q1	$22.6K	Sell	325 -217	-40%	-$16.1K	﹤0.01%	393
2022 Q4	$41.1K	Hold	542	–	–	﹤0.01%	348
2022 Q3	$33.6K	Hold	542	–	–	﹤0.01%	334
2022 Q2	$35K	Hold	542	–	–	﹤0.01%	360
2022 Q1	$39K	Hold	542	–	–	﹤0.01%	339
2021 Q4	$37K	Hold	542	–	–	﹤0.01%	353
2021 Q3	$38.1K	Hold	542	–	–	﹤0.01%	342
2021 Q2	$33.6K	Hold	542	–	–	﹤0.01%	359
2021 Q1	$36.2K	Buy	542 +40	+8%	+$2.16K	﹤0.01%	362
2020 Q4	$25K	Hold	502	–	–	﹤0.01%	388
2020 Q3	$18.5K	Hold	502	–	–	﹤0.01%	358
2020 Q2	$19.4K	Sell	502 -85	-14%	-$3.24K	﹤0.01%	336
2020 Q1	$20.7K	Sell	587 -26	-4%	-$1.35K	﹤0.01%	321
2019 Q4	$37.3K	Buy	613 +26	+4%	+$1.56K	﹤0.01%	324
2019 Q3	$35K	Hold	587	–	–	0.01%	308
2019 Q2	$32.7K	Hold	587	–	–	0.01%	294
2019 Q1	$29.2K	Hold	587	–	–	﹤0.01%	269
2018 Q4	$26K	Sell	587 -158	-21%	-$7.11K	0.01%	242
2018 Q3	$37K	Buy	+745	New	+$38.3K	0.01%	220

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

Heritage Wealth Advisors's HIG Position: Q2 2026 in Review

Heritage Wealth Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 21 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Heritage Wealth Advisors first reported a position in HIG in Q3 2018 and has held it in 29 quarters since. The position peaked at $41.1K in Q4 2022. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Heritage Wealth Advisors held 21 shares of Hartford Financial Services worth $2.78K as of Q2 2026.
Heritage Wealth Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #615 holding.
Heritage Wealth Advisors first reported a position in Hartford Financial Services in Q3 2018 and has held it in 29 quarters since.
Heritage Wealth Advisors's Hartford Financial Services position peaked at $41.1K in Q4 2022.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.