New England Capital Financial Advisors’s Hartford Financial Services HIG Stock Holding History

New England Capital Financial 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	$149K	Hold	1,127	–	–	0.04%	78
2026 Q1	$152K	Sell	1,127 -138	-11%	-$18.8K	0.04%	74
2025 Q4	$174K	Buy	1,265 +175	+16%	+$23.1K	0.07%	66
2025 Q3	$145K	Hold	1,090	–	–	0.06%	72
2025 Q2	$138K	Hold	1,090	–	–	0.06%	71
2025 Q1	$135K	Sell	1,090 -20	-2%	-$2.29K	0.07%	67
2024 Q4	$121K	Sell	1,110 -155	-12%	-$18K	0.06%	71
2024 Q3	$149K	Buy	1,265 +15	+1%	+$1.64K	0.08%	60
2024 Q2	$126K	Hold	1,250	–	–	0.07%	63
2024 Q1	$129K	Hold	1,250	–	–	0.07%	61
2023 Q4	$100K	Sell	1,250 -104	-8%	-$7.83K	0.06%	77
2023 Q3	$96K	Hold	1,354	–	–	0.07%	74
2023 Q2	$97.5K	Hold	1,354	–	–	0.06%	76
2023 Q1	$94.3K	Hold	1,354	–	–	0.07%	76
2022 Q4	$102K	Buy	+1,354	New	+$97.5K	0.07%	78

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

New England Capital Financial Advisors's HIG Position: Q2 2026 in Review

New England Capital Financial Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 1,127 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #78.

New England Capital Financial Advisors first reported a position in HIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $174K in Q4 2025. 804 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

New England Capital Financial Advisors held 1,127 shares of Hartford Financial Services worth $149K as of Q2 2026.
New England Capital Financial Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #78 holding.
New England Capital Financial Advisors first reported a position in Hartford Financial Services in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Hartford Financial Services position peaked at $174K in Q4 2025.
804 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.