SVWA
HIG icon

Sarver Vrooman Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Sarver Vrooman 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 		$43K Sell
320
-9
-3% -$1.2K 0.03% 78
2026
Q1 		$44.5K Buy
329
+17
+5% +$2.32K 0.03% 70
2025
Q4 		$43K Sell
312
-189
-38% -$24.9K 0.03% 76
2025
Q3 		$66.8K Hold
501
– – 0.04% 55
2025
Q2 		$63.6K Sell
501
-173
-26% -$21.5K 0.04% 54
2025
Q1 		$83.4K Buy
+674
New +$77.3K 0.06% 28

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

Sarver Vrooman Wealth Advisors's HIG Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Hartford Financial Services (HIG) stake by 2.7% in Q2 2026, selling an estimated $1.2K and leaving 320 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #78.

Sarver Vrooman Wealth Advisors first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $83.4K in Q1 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 320 shares of Hartford Financial Services worth $43K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 9 Hartford Financial Services shares in Q2 2026, an estimated $1.2K.
  • Hartford Financial Services made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Hartford Financial Services position peaked at $83.4K in Q1 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.