JWCA
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J.W. Cole Advisors’s Hartford Financial Services HIG Stock Holding History

J.W. Cole 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 		$248K Buy
+1,870
New +$250K ﹤0.01% 1382
2025
Q4 		– Sell
-1,763
Closed -$235K – 1525
2025
Q3 		$235K Buy
+1,763
New +$226K ﹤0.01% 1361

Other funds holding HIG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

J.W. Cole Advisors's HIG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Hartford Financial Services (HIG) in Q2 2026: 1,870 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1382 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HIG as recently as Q3 2025.

J.W. Cole Advisors first reported a position in HIG in Q3 2025 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • J.W. Cole Advisors held 1,870 shares of Hartford Financial Services worth $248K as of Q2 2026.
  • Hartford Financial Services was a new J.W. Cole Advisors position in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1382 holding.
  • J.W. Cole Advisors first reported a position in Hartford Financial Services in Q3 2025 and has held it in 2 quarters since.
  • 467 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.