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Laurel Wealth Advisors (North Carolina)’s Hartford Financial Services HIG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-911
Closed -$126K – 383
2025
Q4 		$126K Buy
+911
New +$120K 0.02% 230
2025
Q2 		– Sell
-911
Closed -$113K – 388
2025
Q1 		$113K Hold
911
– – 0.02% 228
2024
Q4 		$99.7K Hold
911
– – 0.02% 239
2024
Q3 		$107K Buy
+911
New +$99.9K 0.02% 227

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s HIG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Hartford Financial Services (HIG) in Q1 2026, closing a stake of 911 shares — an estimated $126K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in HIG in Q3 2024 and held it in 4 quarters. The position peaked at $126K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Hartford Financial Services position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 911 Hartford Financial Services shares in Q1 2026, an estimated $126K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Hartford Financial Services in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Hartford Financial Services position peaked at $126K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.