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Mount Yale Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Mount Yale 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 		$224K Buy
+1,651
New +$225K 0.01% 1008
2025
Q3 		– Sell
-274
Closed -$34.8K – 1068
2025
Q2 		$34.8K Buy
+274
New +$34.1K ﹤0.01% 918

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 $123B AUM 38.85% 1-Year Est. Return

Mount Yale Investment Advisors's HIG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Hartford Financial Services (HIG) in Q1 2026: 1,651 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HIG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HIG in Q2 2025 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Mount Yale Investment Advisors held 1,651 shares of Hartford Financial Services worth $224K as of Q1 2026.
  • Hartford Financial Services was a new Mount Yale Investment Advisors position in Q1 2026.
  • Hartford Financial Services made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1008 holding.
  • Mount Yale Investment Advisors first reported a position in Hartford Financial Services in Q2 2025 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.