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Marshall & Sterling Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-83
Closed -$11.1K – 470
2025
Q3 		$11.1K Hold
83
– – 0.01% 326
2025
Q2 		$10.5K Hold
83
– – 0.01% 317
2025
Q1 		$10.3K Buy
+83
New +$9.52K 0.01% 311

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HIG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 83 shares — an estimated $11.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in HIG in Q1 2025 and held it in 3 quarters. The position peaked at $11.1K in Q3 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 83 Hartford Financial Services shares in Q4 2025, an estimated $11.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Hartford Financial Services in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Hartford Financial Services position peaked at $11.1K in Q3 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.