Horizon Advisory Services’s Hartford Financial Services HIG Stock Holding History

Horizon Advisory Services’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	-2,570	Closed	-$343K	–	53
2025 Q3	$343K	Sell	2,570 -40	-2%	-$5.13K	0.18%	30
2025 Q2	$331K	Buy	2,610 +10	+0.4%	+$1.24K	0.18%	26
2025 Q1	$322K	Buy	2,600 +65	+3%	+$7.45K	0.18%	24
2024 Q4	$277K	Buy	+2,535	New	+$294K	0.16%	34

Other funds holding HIG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Horizon Advisory Services's HIG Position: Q4 2025 in Review

Horizon Advisory Services sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 2,570 shares — an estimated $343K sold.

Horizon Advisory Services first reported a position in HIG in Q4 2024 and held it in 4 quarters. The position peaked at $343K in Q3 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

Horizon Advisory Services reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
Horizon Advisory Services sold 2,570 Hartford Financial Services shares in Q4 2025, an estimated $343K.
Horizon Advisory Services first reported a position in Hartford Financial Services in Q4 2024 and held it in 4 quarters.
Horizon Advisory Services's Hartford Financial Services position peaked at $343K in Q3 2025.
1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Horizon Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.