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Moneta Group Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Moneta Group Investment 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 		$1.05M Sell
7,781
-178
-2% -$24.3K 0.01% 351
2025
Q4 		$1.1M Buy
7,959
+151
+2% +$19.9K 0.01% 345
2025
Q3 		$1.04M Buy
7,808
+2,762
+55% +$354K 0.01% 347
2025
Q2 		$640K Buy
5,046
+16
+0.3% +$1.99K 0.01% 387
2025
Q1 		$622K Buy
5,030
+1,532
+44% +$176K 0.01% 367
2024
Q4 		$383K Buy
3,498
+77
+2% +$8.93K 0.01% 477
2024
Q3 		$402K Buy
3,421
+12
+0.4% +$1.32K 0.01% 454
2024
Q2 		$343K Buy
3,409
+170
+5% +$17.1K 0.01% 459
2024
Q1 		$334K Buy
+3,239
New +$297K 0.01% 453
2023
Q2 		– Sell
-3,128
Closed -$218K – 556
2023
Q1 		$218K Buy
3,128
+247
+9% +$18.3K 0.01% 481
2022
Q4 		$224K Buy
+2,881
New +$207K 0.01% 419
2022
Q2 		– Sell
-3,147
Closed -$226K – 483
2022
Q1 		$226K Buy
3,147
+33
+1% +$2.33K 0.01% 400
2021
Q4 		$215K Buy
3,114
+82
+3% +$5.79K 0.01% 442
2021
Q3 		$213K Sell
3,032
-12,266
-80% -$811K 0.01% 425
2021
Q2 		$948K Buy
15,298
+11
+0.1% +$721 0.04% 203
2021
Q1 		$1.02M Sell
15,287
-5
-0% -$270 0.05% 176
2020
Q4 		$749K Sell
15,292
-226
-1% -$9.75K 0.05% 164
2020
Q3 		$572K Sell
15,518
-72
-0.5% -$2.87K 0.05% 154
2020
Q2 		$601K Sell
15,590
-329
-2% -$12.5K 0.06% 143
2020
Q1 		$561K Buy
15,919
+385
+2% +$20.1K 0.06% 141
2019
Q4 		$944K Buy
15,534
+9
+0.1% +$540 0.08% 121
2019
Q3 		$941K Sell
15,525
-196
-1% -$11.5K 0.09% 120
2019
Q2 		$876K Sell
15,721
-932
-6% -$49.2K 0.09% 122
2019
Q1 		$828K Sell
16,653
-197
-1% -$9.36K 0.09% 111
2018
Q4 		$749K Sell
16,850
-84
-0.5% -$3.78K 0.09% 109
2018
Q3 		$846K Buy
16,934
+89
+0.5% +$4.57K 0.09% 111
2018
Q2 		$861K Hold
16,845
– – 0.1% 126
2018
Q1 		$868K Hold
16,845
– – 0.12% 87
2017
Q4 		$948K Hold
16,845
– – 0.14% 76
2017
Q3 		$934K Sell
16,845
-85
-0.5% -$4.62K 0.15% 70
2017
Q2 		$890K Sell
16,930
-500
-3% -$24.8K 0.14% 89
2017
Q1 		$838K Sell
17,430
-687
-4% -$33.3K 0.17% 60
2016
Q4 		$863K Hold
18,117
– – 0.18% 57
2016
Q3 		$776K Sell
18,117
-360
-2% -$15.1K 0.18% 53
2016
Q2 		$820K Hold
18,477
– – 0.18% 79
2016
Q1 		$851K Hold
18,477
– – 0.19% 70
2015
Q4 		$803K Sell
18,477
-304
-2% -$13.9K 0.2% 52
2015
Q3 		$860K Sell
18,781
-750
-4% -$34.6K 0.24% 46
2015
Q2 		$812K Buy
19,531
+216
+1% +$9.02K 0.25% 50
2015
Q1 		$808K Sell
19,315
-15
-0.1% -$615 0.35% 52
2014
Q4 		$806K Hold
19,330
– – 0.39% 41
2014
Q3 		$720K Buy
19,330
+55
+0.3% +$1.99K 0.37% 45
2014
Q2 		$690K Hold
19,275
– – 0.37% 47
2014
Q1 		$680K Hold
19,275
– – 0.4% 40
2013
Q4 		$698K Sell
19,275
-1,140
-6% -$39.3K 0.42% 40
2013
Q3 		$635K Buy
20,415
+1,100
+6% +$34.3K 0.42% 44
2013
Q2 		$597K Buy
+19,315
New +$557K 0.42% 48

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

Moneta Group Investment Advisors's HIG Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Hartford Financial Services (HIG) stake by 2.2% in Q1 2026, selling an estimated $24.3K and leaving 7,781 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #351.

Moneta Group Investment Advisors first reported a position in HIG in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.1M in Q4 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Moneta Group Investment Advisors held 7,781 shares of Hartford Financial Services worth $1.05M as of Q1 2026.
  • Moneta Group Investment Advisors sold 178 Hartford Financial Services shares in Q1 2026, an estimated $24.3K.
  • Hartford Financial Services made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #351 holding.
  • Moneta Group Investment Advisors first reported a position in Hartford Financial Services in Q2 2013 and has held it in 47 quarters since.
  • Moneta Group Investment Advisors's Hartford Financial Services position peaked at $1.1M in Q4 2025.
  • 1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.