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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
Q2 		$212K Sell
1,590
-61
-4% -$8.16K ﹤0.01% 1127
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mount Yale Investment Advisors's HIG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Hartford Financial Services (HIG) stake by 3.7% in Q2 2026, selling an estimated $8.16K and leaving 1,590 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Mount Yale Investment Advisors first reported a position in HIG in Q2 2025 and has held it in 3 quarters since. The position peaked at $224K in Q1 2026. 1,202 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Mount Yale Investment Advisors held 1,590 shares of Hartford Financial Services worth $212K as of Q2 2026.
  • Mount Yale Investment Advisors sold 61 Hartford Financial Services shares in Q2 2026, an estimated $8.16K.
  • Hartford Financial Services made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1127 holding.
  • Mount Yale Investment Advisors first reported a position in Hartford Financial Services in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Hartford Financial Services position peaked at $224K in Q1 2026.
  • 1,202 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.