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Provenance Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Provenance Wealth 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 		$20.8K Buy
157
+35
+29% +$4.68K ﹤0.01% 293
2026
Q1 		$16.5K Hold
122
– – ﹤0.01% 284
2025
Q4 		$16.8K Hold
122
– – ﹤0.01% 274
2025
Q3 		$16.3K Hold
122
– – ﹤0.01% 307
2025
Q2 		$15.5K Hold
122
– – ﹤0.01% 288
2025
Q1 		$15.1K Hold
122
– – ﹤0.01% 301
2024
Q4 		$13.3K Hold
122
– – ﹤0.01% 296
2024
Q3 		$14.3K Buy
+122
New +$13.4K ﹤0.01% 312

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 $3.37T AUM 44.26% 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

Provenance Wealth Advisors's HIG Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Hartford Financial Services (HIG) stake by 29% in Q2 2026, buying an estimated $4.68K and bringing the position to 157 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Provenance Wealth Advisors first reported a position in HIG in Q3 2024 and has held it in 8 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Provenance Wealth Advisors held 157 shares of Hartford Financial Services worth $20.8K as of Q2 2026.
  • Provenance Wealth Advisors bought 35 Hartford Financial Services shares in Q2 2026, an estimated $4.68K.
  • Hartford Financial Services made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • Provenance Wealth Advisors first reported a position in Hartford Financial Services in Q3 2024 and has held it in 8 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.