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LVW Advisors’s Hartford Financial Services HIG Stock Holding History

LVW 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 		$765K Sell
5,769
-364
-6% -$48.7K 0.07% 161
2026
Q1 		$829K Buy
6,133
+646
+12% +$88.2K 0.08% 134
2025
Q4 		$756K Sell
5,487
-212
-4% -$28K 0.08% 124
2025
Q3 		$760K Buy
5,699
+284
+5% +$36.4K 0.08% 129
2025
Q2 		$687K Buy
5,415
+537
+11% +$66.7K 0.07% 151
2025
Q1 		$604K Buy
4,878
+235
+5% +$26.9K 0.07% 154
2024
Q4 		$508K Sell
4,643
-25
-0.5% -$2.9K 0.06% 186
2024
Q3 		$549K Buy
4,668
+268
+6% +$29.4K 0.07% 180
2024
Q2 		$442K Sell
4,400
-596
-12% -$59.8K 0.06% 190
2024
Q1 		$515K Buy
4,996
+539
+12% +$49.4K 0.09% 166
2023
Q4 		$358K Buy
4,457
+1,599
+56% +$120K 0.07% 188
2023
Q3 		$203K Buy
+2,858
New +$207K 0.04% 214

Other funds holding HIG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

LVW Advisors's HIG Position: Q2 2026 in Review

LVW Advisors reduced its Hartford Financial Services (HIG) stake by 5.9% in Q2 2026, selling an estimated $48.7K and leaving 5,769 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #161.

LVW Advisors first reported a position in HIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $829K in Q1 2026. 467 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • LVW Advisors held 5,769 shares of Hartford Financial Services worth $765K as of Q2 2026.
  • LVW Advisors sold 364 Hartford Financial Services shares in Q2 2026, an estimated $48.7K.
  • Hartford Financial Services made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #161 holding.
  • LVW Advisors first reported a position in Hartford Financial Services in Q3 2023 and has held it in 12 quarters since.
  • LVW Advisors's Hartford Financial Services position peaked at $829K in Q1 2026.
  • 467 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.