SageView Advisory Group’s Hartford Financial Services HIG Stock Holding History

SageView Advisory Group’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	$464K	Sell	3,502 -60	-2%	-$8.02K	0.02%	376
2026 Q1	$482K	Buy	3,562 +6	+0.2%	+$819	0.02%	361
2025 Q4	$490K	Sell	3,556 -488	-12%	-$64.4K	0.02%	369
2025 Q3	$540K	Buy	4,044 +30	+0.7%	+$3.85K	0.02%	370
2025 Q2	$487K	Sell	4,014 -19	-0.5%	-$2.36K	0.02%	373
2025 Q1	$499K	Sell	4,033 -76	-2%	-$8.71K	0.02%	346
2024 Q4	$450K	Sell	4,109 -667	-14%	-$77.3K	0.02%	363
2024 Q3	$562K	Sell	4,776 -541	-10%	-$59.3K	0.03%	282
2024 Q2	$535K	Buy	+5,317	New	+$534K	0.02%	324
2024 Q1	–	Sell	-10,826	Closed	-$949K	–	609
2023 Q4	$949K	Sell	10,826 -1,821	-14%	-$137K	0.04%	267
2023 Q3	$897K	Sell	12,647 -4,325	-25%	-$314K	0.05%	228
2023 Q2	$1.22M	Buy	16,972 +104	+0.6%	+$7.3K	0.07%	190
2023 Q1	$1.18M	Buy	+16,868	New	+$1.25M	0.07%	178

Other funds holding HIG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SageView Advisory Group's HIG Position: Q2 2026 in Review

SageView Advisory Group reduced its Hartford Financial Services (HIG) stake by 1.7% in Q2 2026, selling an estimated $8.02K and leaving 3,502 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #376.

SageView Advisory Group first reported a position in HIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2023. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

SageView Advisory Group held 3,502 shares of Hartford Financial Services worth $464K as of Q2 2026.
SageView Advisory Group sold 60 Hartford Financial Services shares in Q2 2026, an estimated $8.02K.
Hartford Financial Services made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #376 holding.
SageView Advisory Group first reported a position in Hartford Financial Services in Q1 2023 and has held it in 13 quarters since.
SageView Advisory Group's Hartford Financial Services position peaked at $1.22M in Q2 2023.
1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.