Legacy Financial Advisors’s Hartford Financial Services HIG Stock Holding History

Legacy Financial 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	$237K	Sell	1,786 -49	-3%	-$6.55K	0.03%	388
2026 Q1	$248K	Buy	1,835 +88	+5%	+$12K	0.03%	357
2025 Q4	$241K	Buy	1,747 +41	+2%	+$5.41K	0.03%	354
2025 Q3	$228K	Sell	1,706 -2	-0.1%	-$257	0.03%	377
2025 Q2	$217K	Buy	1,708 +73	+4%	+$9.07K	0.03%	323
2025 Q1	$202K	Buy	+1,635	New	+$187K	0.03%	349
2024 Q4	–	Sell	-2,130	Closed	-$251K	–	357
2024 Q3	$251K	Buy	+2,130	New	+$234K	0.04%	303
2024 Q2	–	Sell	-1,982	Closed	-$204K	–	345
2024 Q1	$204K	Buy	+1,982	New	+$182K	0.04%	308
2019 Q2	–	Sell	-1,890	Closed	-$94K	–	443
2019 Q1	$94K	Buy	1,890 +323	+21%	+$15.3K	0.03%	174
2018 Q4	$70K	Buy	1,567 +1,222	+354%	+$55K	0.03%	187
2018 Q3	$17K	Hold	345	–	–	0.01%	398
2018 Q2	$18K	Buy	345 +42	+14%	+$2.2K	0.01%	400
2018 Q1	$15K	Hold	303	–	–	0.01%	401
2017 Q4	$17K	Buy	+303	New	+$16.9K	0.01%	391

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

Legacy Financial Advisors's HIG Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Hartford Financial Services (HIG) stake by 2.7% in Q2 2026, selling an estimated $6.55K and leaving 1,786 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #388.

Legacy Financial Advisors first reported a position in HIG in Q4 2017 and has held it in 14 quarters since. The position peaked at $251K in Q3 2024. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Legacy Financial Advisors held 1,786 shares of Hartford Financial Services worth $237K as of Q2 2026.
Legacy Financial Advisors sold 49 Hartford Financial Services shares in Q2 2026, an estimated $6.55K.
Hartford Financial Services made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #388 holding.
Legacy Financial Advisors first reported a position in Hartford Financial Services in Q4 2017 and has held it in 14 quarters since.
Legacy Financial Advisors's Hartford Financial Services position peaked at $251K in Q3 2024.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.