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

Investment 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
2026
Q2 		$233K Sell
1,755
-16
-0.9% -$2.14K 0.07% 129
2026
Q1 		$239K Buy
1,771
+67
+4% +$9.14K 0.08% 118
2025
Q4 		$235K Buy
1,704
+193
+13% +$25.5K 0.07% 114
2025
Q3 		$202K Sell
1,511
-221
-13% -$28.3K 0.06% 125
2025
Q2 		$220K Buy
+1,732
New +$215K 0.07% 126

Other funds holding HIG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Investment Advisory Services's HIG Position: Q2 2026 in Review

Investment Advisory Services reduced its Hartford Financial Services (HIG) stake by 0.9% in Q2 2026, selling an estimated $2.14K and leaving 1,755 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #129.

Investment Advisory Services first reported a position in HIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $239K in Q1 2026. 303 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Investment Advisory Services held 1,755 shares of Hartford Financial Services worth $233K as of Q2 2026.
  • Investment Advisory Services sold 16 Hartford Financial Services shares in Q2 2026, an estimated $2.14K.
  • Hartford Financial Services made up 0.07% of Investment Advisory Services's portfolio in Q2 2026, its #129 holding.
  • Investment Advisory Services first reported a position in Hartford Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Investment Advisory Services's Hartford Financial Services position peaked at $239K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.