JFS Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

JFS Wealth 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	$174K	Buy	1,309 +8	+0.6%	+$1.07K	0.01%	352
2026 Q1	$176K	Sell	1,301 -10	-0.8%	-$1.36K	0.01%	343
2025 Q4	$181K	Buy	1,311 +52	+4%	+$6.86K	0.01%	330
2025 Q3	$168K	Sell	1,259 -1	-0.1%	-$128	0.01%	347
2025 Q2	$160K	Sell	1,260 -3	-0.2%	-$373	0.01%	316
2025 Q1	$156K	Buy	1,263 +4	+0.3%	+$459	0.01%	328
2024 Q4	$138K	Buy	1,259 +352	+39%	+$40.8K	0.01%	328
2024 Q3	$107K	Sell	907 -346	-28%	-$37.9K	0.01%	356
2024 Q2	$126K	Hold	1,253	–	–	0.01%	282
2024 Q1	$129K	Hold	1,253	–	–	0.01%	288
2023 Q4	$101K	Buy	1,253 +14	+1%	+$1.05K	0.01%	302
2023 Q3	$87.9K	Buy	1,239 +37	+3%	+$2.69K	0.01%	292
2023 Q2	$86.6K	Buy	1,202 +8	+0.7%	+$562	0.01%	294
2023 Q1	$83.2K	Sell	1,194 -21	-2%	-$1.56K	0.01%	302
2022 Q4	$92.1K	Buy	1,215 +25	+2%	+$1.8K	0.01%	289
2022 Q3	$74K	Sell	1,190 -41	-3%	-$2.67K	0.01%	315
2022 Q2	$81K	Buy	1,231 +29	+2%	+$2.03K	0.01%	317
2022 Q1	$86K	Buy	1,202 +93	+8%	+$6.56K	0.01%	321
2021 Q4	$77K	Buy	1,109 +64	+6%	+$4.51K	0.01%	351
2021 Q3	$73K	Buy	1,045 +693	+197%	+$45.8K	0.01%	364
2021 Q2	$22K	Hold	352	–	–	﹤0.01%	353
2021 Q1	$24K	Hold	352	–	–	﹤0.01%	319
2020 Q4	$17K	Hold	352	–	–	﹤0.01%	353
2020 Q3	$13K	Hold	352	–	–	﹤0.01%	368
2020 Q2	$14K	Hold	352	–	–	﹤0.01%	346
2020 Q1	$12K	Sell	352 -20	-5%	-$1.04K	﹤0.01%	335
2019 Q4	$23K	Hold	372	–	–	0.01%	295
2019 Q3	$23K	Buy	372 +20	+6%	+$1.17K	0.01%	286
2019 Q2	$20K	Hold	352	–	–	0.01%	306
2019 Q1	$18K	Hold	352	–	–	﹤0.01%	307
2018 Q4	$16K	Hold	352	–	–	﹤0.01%	303
2018 Q3	$18K	Hold	352	–	–	﹤0.01%	333
2018 Q2	$18K	Hold	352	–	–	﹤0.01%	322
2018 Q1	$18K	Hold	352	–	–	﹤0.01%	325
2017 Q4	$20K	Hold	352	–	–	﹤0.01%	331
2017 Q3	$20K	Hold	352	–	–	0.01%	320
2017 Q2	$19K	Hold	352	–	–	0.01%	305
2017 Q1	$17K	Hold	352	–	–	﹤0.01%	322
2016 Q4	$17K	Hold	352	–	–	﹤0.01%	322
2016 Q3	$15K	Hold	352	–	–	﹤0.01%	353
2016 Q2	$16K	Sell	352 -52	-13%	-$2.32K	﹤0.01%	353
2016 Q1	$19K	Buy	404 +52	+15%	+$2.19K	0.01%	325
2015 Q4	$15K	Hold	352	–	–	﹤0.01%	357
2015 Q3	$16K	Sell	352 -5,997	-94%	-$277K	0.01%	291
2015 Q2	$264K	Buy	6,349 +7	+0.1%	+$292	0.14%	76
2015 Q1	$265K	Sell	6,342 -109	-2%	-$4.47K	0.12%	72
2014 Q4	$269K	Sell	6,451 -240	-4%	-$9.49K	0.04%	71
2014 Q3	$249K	Sell	6,691 -1,195	-15%	-$43.2K	0.04%	66
2014 Q2	$282K	Sell	7,886 -3,469	-31%	-$122K	0.05%	64
2014 Q1	$400K	Sell	11,355 -2,964	-21%	-$103K	0.22%	64
2013 Q4	$519K	Buy	14,319 +1,610	+13%	+$55.4K	0.23%	72
2013 Q3	$396K	Buy	12,709 +1,157	+10%	+$36.1K	0.19%	80
2013 Q2	$357K	Buy	+11,552	New	+$333K	0.18%	78

Other funds holding HIG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

JFS Wealth Advisors's HIG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Hartford Financial Services (HIG) stake by 0.61% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,309 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #352.

JFS Wealth Advisors first reported a position in HIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $519K in Q4 2013. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

JFS Wealth Advisors held 1,309 shares of Hartford Financial Services worth $174K as of Q2 2026.
JFS Wealth Advisors bought 8 Hartford Financial Services shares in Q2 2026, an estimated $1.07K.
Hartford Financial Services made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #352 holding.
JFS Wealth Advisors first reported a position in Hartford Financial Services in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's Hartford Financial Services position peaked at $519K in Q4 2013.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.