Lido Advisors
HIG icon

Lido Advisors’s Hartford Financial Services HIG Stock Holding History

Lido 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 		$1.29M Sell
9,663
-1,817
-16% -$243K ﹤0.01% 982
2026
Q1 		$1.56M Buy
11,480
+2,618
+30% +$357K ﹤0.01% 784
2025
Q4 		$1.19M Buy
8,862
+446
+5% +$58.8K ﹤0.01% 935
2025
Q3 		$1.13M Buy
8,416
+879
+12% +$113K ﹤0.01% 907
2025
Q2 		$960K Buy
7,537
+1,764
+31% +$219K ﹤0.01% 861
2025
Q1 		$717K Buy
5,773
+498
+9% +$57.1K ﹤0.01% 901
2024
Q4 		$580K Buy
5,275
+82
+2% +$9.51K ﹤0.01% 960
2024
Q3 		$611K Sell
5,193
-74,494
-93% -$8.17M ﹤0.01% 888
2024
Q2 		$8.05M Buy
79,687
+76,412
+2,333% +$7.67M 0.04% 217
2024
Q1 		$339K Sell
3,275
-7
-0.2% -$642 ﹤0.01% 1039
2023
Q4 		$265K Buy
3,282
+229
+8% +$17.2K ﹤0.01% 1092
2023
Q3 		$216K Buy
+3,053
New +$222K ﹤0.01% 1054
2023
Q1 		– Sell
-2,967
Closed -$225K – 1193
2022
Q4 		$225K Buy
+2,967
New +$214K ﹤0.01% 873
2021
Q2 		– Sell
-5,013
Closed -$337K – 923
2021
Q1 		$337K Sell
5,013
-197
-4% -$10.6K 0.01% 621
2020
Q4 		$256K Buy
+5,210
New +$225K 0.01% 676
2018
Q1 		– Sell
-3,735
Closed -$210K – 413
2017
Q4 		$210K Hold
3,735
– – 0.03% 283
2017
Q3 		$205K Buy
+3,735
New +$203K 0.03% 263
2016
Q3 		– Sell
-8,609
Closed -$382K – 171
2016
Q2 		$382K Buy
+8,609
New +$384K 0.12% 83

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lido Advisors's HIG Position: Q2 2026 in Review

Lido Advisors reduced its Hartford Financial Services (HIG) stake by 16% in Q2 2026, selling an estimated $243K and leaving 9,663 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Lido Advisors first reported a position in HIG in Q2 2016 and has held it in 18 quarters since. The position peaked at $8.05M in Q2 2024. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Lido Advisors held 9,663 shares of Hartford Financial Services worth $1.29M as of Q2 2026.
  • Lido Advisors sold 1,817 Hartford Financial Services shares in Q2 2026, an estimated $243K.
  • Hartford Financial Services made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #982 holding.
  • Lido Advisors first reported a position in Hartford Financial Services in Q2 2016 and has held it in 18 quarters since.
  • Lido Advisors's Hartford Financial Services position peaked at $8.05M in Q2 2024.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.