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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
Q2 		$7.1M Buy
53,607
+5,841
+12% +$781K 0.74% 46
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 $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

Lifeworks Advisors's HIG Position: Q2 2026 in Review

Lifeworks Advisors increased its Hartford Financial Services (HIG) stake by 12% in Q2 2026, buying an estimated $781K and bringing the position to 53,607 shares worth $7.1M. The position accounts for 0.74% of the portfolio, ranked #46.

Lifeworks Advisors first reported a position in HIG in Q1 2024 and has held it in 10 quarters since. 1,200 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Lifeworks Advisors held 53,607 shares of Hartford Financial Services worth $7.1M as of Q2 2026.
  • Lifeworks Advisors bought 5,841 Hartford Financial Services shares in Q2 2026, an estimated $781K.
  • Hartford Financial Services made up 0.74% of Lifeworks Advisors's portfolio in Q2 2026, its #46 holding.
  • Lifeworks Advisors first reported a position in Hartford Financial Services in Q1 2024 and has held it in 10 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.