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Independent Advisor Alliance’s Hartford Financial Services HIG Stock Holding History

Independent Advisor Alliance’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
Q1 		$1.5M Buy
11,068
+7
+0.1% +$955 0.02% 647
2025
Q4 		$1.52M Sell
11,061
-1,294
-10% -$171K 0.04% 360
2025
Q3 		$1.65M Buy
12,355
+72
+0.6% +$9.23K 0.04% 336
2025
Q2 		$1.56M Buy
12,283
+1,245
+11% +$155K 0.04% 330
2025
Q1 		$1.37M Buy
11,038
+70
+0.6% +$8.03K 0.05% 320
2024
Q4 		$1.2M Buy
10,968
+5,126
+88% +$594K 0.02% 670
2024
Q3 		$687K Sell
5,842
-98
-2% -$10.7K 0.03% 394
2024
Q2 		$597K Buy
5,940
+858
+17% +$86.1K 0.02% 421
2024
Q1 		$524K Buy
5,082
+67
+1% +$6.14K 0.02% 447
2023
Q4 		$403K Sell
5,015
-216
-4% -$16.3K 0.01% 479
2023
Q3 		$371K Sell
5,231
-466
-8% -$33.8K 0.02% 469
2023
Q2 		$410K Buy
5,697
+1,497
+36% +$105K 0.02% 464
2023
Q1 		$293K Buy
+4,200
New +$312K 0.01% 520
2022
Q4 		– Sell
-4,817
Closed -$298K – 510
2022
Q3 		$298K Buy
4,817
+863
+22% +$56.2K 0.02% 479
2022
Q2 		$259K Sell
3,954
-228
-5% -$16K 0.01% 518
2022
Q1 		$300K Buy
+4,182
New +$295K 0.01% 505
2021
Q4 		– Sell
-4,869
Closed -$342K – 695
2021
Q3 		$342K Buy
+4,869
New +$322K 0.02% 460

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Independent Advisor Alliance's HIG Position: Q1 2026 in Review

Independent Advisor Alliance increased its Hartford Financial Services (HIG) stake by 0.06% in Q1 2026, buying an estimated $955 and bringing the position to 11,068 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #647.

Independent Advisor Alliance first reported a position in HIG in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.65M in Q3 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Independent Advisor Alliance held 11,068 shares of Hartford Financial Services worth $1.5M as of Q1 2026.
  • Independent Advisor Alliance bought 7 Hartford Financial Services shares in Q1 2026, an estimated $955.
  • Hartford Financial Services made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #647 holding.
  • Independent Advisor Alliance first reported a position in Hartford Financial Services in Q3 2021 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Hartford Financial Services position peaked at $1.65M in Q3 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.