MLA
HIG icon

My Legacy Advisors’s Hartford Financial Services HIG Stock Holding History

My Legacy 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
Q2 		$798K Sell
6,547
-140
-2% -$17.4K 0.28% 102
2025
Q1 		$827K Sell
6,687
-228
-3% -$26.1K 0.32% 89
2024
Q4 		$769K Sell
6,915
-897
-11% -$104K 0.3% 92
2024
Q3 		$919K Sell
7,812
-644
-8% -$70.6K 0.36% 81
2024
Q2 		$850K Sell
8,456
-303
-3% -$30.4K 0.27% 99
2024
Q1 		$903K Sell
8,759
-5,942
-40% -$545K 0.3% 96
2023
Q4 		$1.22M Sell
14,701
-2,143
-13% -$161K 0.44% 59
2023
Q3 		$1.21M Buy
16,844
+420
+3% +$30.5K 0.49% 56
2023
Q2 		$1.19M Sell
16,424
-213
-1% -$15K 0.47% 61
2023
Q1 		$1.17M Buy
16,637
+875
+6% +$65K 0.5% 61
2022
Q4 		$1.18M Buy
15,762
+405
+3% +$29.2K 0.5% 59
2022
Q3 		$994K Buy
15,357
+252
+2% +$16.4K 0.5% 58
2022
Q2 		$983K Buy
15,105
+218
+1% +$15.3K 0.49% 60
2022
Q1 		$1.07M Buy
+14,887
New +$1.05M 0.5% 56

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

My Legacy Advisors's HIG Position: Q2 2025 in Review

My Legacy Advisors reduced its Hartford Financial Services (HIG) stake by 2.1% in Q2 2025, selling an estimated $17.4K and leaving 6,547 shares worth $798K. The position accounts for 0.28% of the portfolio, ranked #102.

My Legacy Advisors first reported a position in HIG in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2023. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • My Legacy Advisors held 6,547 shares of Hartford Financial Services worth $798K as of Q2 2025.
  • My Legacy Advisors sold 140 Hartford Financial Services shares in Q2 2025, an estimated $17.4K.
  • Hartford Financial Services made up 0.28% of My Legacy Advisors's portfolio in Q2 2025, its #102 holding.
  • My Legacy Advisors first reported a position in Hartford Financial Services in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Hartford Financial Services position peaked at $1.22M in Q4 2023.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.