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Savvy Advisors Inc’s Hartford Financial Services HIG Stock Holding History

Savvy Advisors Inc’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
Q1 		$318K Buy
2,354
+100
+4% +$13.7K 0.01% 844
2025
Q4 		$311K Buy
2,254
+172
+8% +$22.7K 0.01% 757
2025
Q3 		$278K Sell
2,082
-256
-11% -$32.8K 0.01% 650
2025
Q2 		$297K Buy
2,338
+224
+11% +$27.8K 0.02% 498
2025
Q1 		$262K Buy
+2,114
New +$242K 0.03% 420

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Savvy Advisors Inc's HIG Position: Q1 2026 in Review

Savvy Advisors Inc increased its Hartford Financial Services (HIG) stake by 4.4% in Q1 2026, buying an estimated $13.7K and bringing the position to 2,354 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #844.

Savvy Advisors Inc first reported a position in HIG in Q1 2025 and has held it in 5 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Savvy Advisors Inc held 2,354 shares of Hartford Financial Services worth $318K as of Q1 2026.
  • Savvy Advisors Inc bought 100 Hartford Financial Services shares in Q1 2026, an estimated $13.7K.
  • Hartford Financial Services made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #844 holding.
  • Savvy Advisors Inc first reported a position in Hartford Financial Services in Q1 2025 and has held it in 5 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.