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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

SageView Advisory Group's HIG Position: Q4 2025 in Review

SageView Advisory Group reduced its Hartford Financial Services (HIG) stake by 12% in Q4 2025, selling an estimated $64.4K and leaving 3,556 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #369.

SageView Advisory Group first reported a position in HIG in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q2 2023. 1,182 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

SageView Advisory Group held 3,556 shares of Hartford Financial Services worth $490K as of Q4 2025.
SageView Advisory Group sold 488 Hartford Financial Services shares in Q4 2025, an estimated $64.4K.
Hartford Financial Services made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #369 holding.
SageView Advisory Group first reported a position in Hartford Financial Services in Q1 2023 and has held it in 11 quarters since.
SageView Advisory Group's Hartford Financial Services position peaked at $1.22M in Q2 2023.
1,182 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.