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Lifeworks Advisors’s Hartford Financial Services HIG Stock Holding History

Lifeworks 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
Q1 		$6.46M Buy
47,766
+13,757
+40% +$1.88M 0.83% 35
2025
Q4 		$4.69M Sell
34,009
-2,956
-8% -$390K 0.61% 54
2025
Q3 		$4.93M Buy
36,965
+33,725
+1,041% +$4.33M 0.66% 54
2025
Q2 		$411K Buy
3,240
+97
+3% +$12.1K 0.06% 219
2025
Q1 		$389K Buy
3,143
+233
+8% +$26.7K 0.06% 215
2024
Q4 		$318K Buy
2,910
+493
+20% +$57.2K 0.06% 223
2024
Q3 		$284K Buy
2,417
+214
+10% +$23.5K 0.06% 235
2024
Q2 		$221K Sell
2,203
-221
-9% -$22.2K 0.06% 207
2024
Q1 		$250K Buy
+2,424
New +$222K 0.07% 204

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

Lifeworks Advisors's HIG Position: Q1 2026 in Review

Lifeworks Advisors increased its Hartford Financial Services (HIG) stake by 40% in Q1 2026, buying an estimated $1.88M and bringing the position to 47,766 shares worth $6.46M. The position accounts for 0.83% of the portfolio, ranked #35.

Lifeworks Advisors first reported a position in HIG in Q1 2024 and has held it in 9 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Lifeworks Advisors held 47,766 shares of Hartford Financial Services worth $6.46M as of Q1 2026.
  • Lifeworks Advisors bought 13,757 Hartford Financial Services shares in Q1 2026, an estimated $1.88M.
  • Hartford Financial Services made up 0.83% of Lifeworks Advisors's portfolio in Q1 2026, its #35 holding.
  • Lifeworks Advisors first reported a position in Hartford Financial Services in Q1 2024 and has held it in 9 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.