LVW Advisors
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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
Q3 		$731K Buy
5,978
+209
+4% +$28.7K 0.06% 195
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

LVW Advisors's HIG Position: Q3 2026 in Review

LVW Advisors increased its Hartford Financial Services (HIG) stake by 3.6% in Q3 2026, buying an estimated $28.7K and bringing the position to 5,978 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #195.

LVW Advisors first reported a position in HIG in Q3 2023 and has held it in 13 quarters since. The position peaked at $829K in Q1 2026. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • LVW Advisors held 5,978 shares of Hartford Financial Services worth $731K as of Q3 2026.
  • LVW Advisors bought 209 Hartford Financial Services shares in Q3 2026, an estimated $28.7K.
  • Hartford Financial Services made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #195 holding.
  • LVW Advisors first reported a position in Hartford Financial Services in Q3 2023 and has held it in 13 quarters since.
  • LVW Advisors's Hartford Financial Services position peaked at $829K in Q1 2026.
  • 660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.