IAA
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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
Q2 		$1.44M Sell
10,899
-169
-2% -$22.6K 0.03% 356
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Advisor Alliance's HIG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Hartford Financial Services (HIG) stake by 1.5% in Q2 2026, selling an estimated $22.6K and leaving 10,899 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #356.

Independent Advisor Alliance first reported a position in HIG in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q3 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Independent Advisor Alliance held 10,899 shares of Hartford Financial Services worth $1.44M as of Q2 2026.
  • Independent Advisor Alliance sold 169 Hartford Financial Services shares in Q2 2026, an estimated $22.6K.
  • Hartford Financial Services made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #356 holding.
  • Independent Advisor Alliance first reported a position in Hartford Financial Services in Q3 2021 and has held it in 18 quarters since.
  • Independent Advisor Alliance's Hartford Financial Services position peaked at $1.65M in Q3 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.