Kestra Advisory Services
HIG icon

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

Kestra 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
Q3 		$2.13M Buy
17,434
+869
+5% +$119K 0.01% 1420
2026
Q2 		$2.2M Sell
16,565
-163
-1% -$21.8K 0.01% 1279
2026
Q1 		$2.26M Sell
16,728
-918
-5% -$125K 0.01% 1224
2025
Q4 		$2.43M Buy
17,646
+79
+0.4% +$10.4K 0.01% 1110
2025
Q3 		$2.34M Sell
17,567
-2,538
-13% -$326K 0.01% 1065
2025
Q2 		$2.55M Buy
20,105
+495
+3% +$61.5K 0.01% 955
2025
Q1 		$2.43M Sell
19,610
-109
-0.6% -$12.5K 0.01% 898
2024
Q4 		$2.16M Sell
19,719
-340
-2% -$39.4K 0.01% 959
2024
Q3 		$2.36M Sell
20,059
-668
-3% -$73.2K 0.01% 879
2024
Q2 		$2.05M Buy
20,727
+1,572
+8% +$158K 0.01% 950
2024
Q1 		$1.97M Sell
19,155
-140
-0.7% -$12.8K 0.01% 886
2023
Q4 		$1.55M Sell
19,295
-1,957
-9% -$147K 0.01% 919
2023
Q3 		$1.51M Buy
21,252
+3,461
+19% +$251K 0.01% 801
2023
Q2 		$1.28M Buy
17,791
+4,592
+35% +$322K 0.01% 862
2023
Q1 		$920K Sell
13,199
-20,576
-61% -$1.53M 0.01% 983
2022
Q4 		$2.56M Buy
33,775
+7,430
+28% +$535K 0.02% 645
2022
Q3 		$1.63M Buy
26,345
+716
+3% +$46.6K 0.02% 745
2022
Q2 		$1.68M Buy
25,629
+4,460
+21% +$313K 0.02% 740
2022
Q1 		$1.52M Buy
21,169
+421
+2% +$29.7K 0.02% 774
2021
Q4 		$1.43M Buy
20,748
+1,003
+5% +$70.8K 0.01% 828
2021
Q3 		$1.39M Buy
19,745
+30
+0.2% +$1.98K 0.01% 851
2021
Q2 		$1.22M Sell
19,715
-820
-4% -$53.7K 0.01% 842
2021
Q1 		$1.37M Buy
20,535
+9,638
+88% +$521K 0.02% 741
2020
Q4 		$522K Sell
10,897
-703
-6% -$30.3K 0.01% 1182
2020
Q3 		$428K Buy
+11,600
New +$462K 0.01% 954

Other funds holding HIG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Kestra Advisory Services's HIG Position: Q3 2026 in Review

Kestra Advisory Services increased its Hartford Financial Services (HIG) stake by 5.2% in Q3 2026, buying an estimated $119K and bringing the position to 17,434 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #1420.

Kestra Advisory Services first reported a position in HIG in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.56M in Q4 2022. 667 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Kestra Advisory Services held 17,434 shares of Hartford Financial Services worth $2.13M as of Q3 2026.
  • Kestra Advisory Services bought 869 Hartford Financial Services shares in Q3 2026, an estimated $119K.
  • Hartford Financial Services made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1420 holding.
  • Kestra Advisory Services first reported a position in Hartford Financial Services in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Hartford Financial Services position peaked at $2.56M in Q4 2022.
  • 667 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.