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Sequoia Financial Advisors’s Hartford Financial Services HIG Stock Holding History

Sequoia Financial 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 		$3.56M Buy
26,848
+190
+0.7% +$25.4K 0.02% 427
2026
Q1 		$3.61M Sell
26,658
-1,098
-4% -$150K 0.02% 401
2025
Q4 		$3.82M Buy
27,756
+13,053
+89% +$1.72M 0.02% 384
2025
Q3 		$1.96M Buy
14,703
+855
+6% +$110K 0.01% 526
2025
Q2 		$1.76M Buy
13,848
+251
+2% +$31.2K 0.01% 501
2025
Q1 		$1.68M Sell
13,597
-14
-0.1% -$1.6K 0.01% 478
2024
Q4 		$1.49M Buy
13,611
+1,943
+17% +$225K 0.01% 478
2024
Q3 		$1.37M Buy
11,668
+5,775
+98% +$633K 0.01% 460
2024
Q2 		$593K Buy
5,893
+514
+10% +$51.6K 0.01% 632
2024
Q1 		$554K Sell
5,379
-5,344
-50% -$490K 0.01% 656
2023
Q4 		$862K Buy
10,723
+6,795
+173% +$512K 0.01% 575
2023
Q3 		$279K Buy
3,928
+169
+4% +$12.3K ﹤0.01% 718
2023
Q2 		$271K Buy
+3,759
New +$264K ﹤0.01% 741
2023
Q1 		– Sell
-3,213
Closed -$244K – 854
2022
Q4 		$244K Buy
+3,213
New +$231K 0.01% 659

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's HIG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Hartford Financial Services (HIG) stake by 0.71% in Q2 2026, buying an estimated $25.4K and bringing the position to 26,848 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #427.

Sequoia Financial Advisors first reported a position in HIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.82M in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Sequoia Financial Advisors held 26,848 shares of Hartford Financial Services worth $3.56M as of Q2 2026.
  • Sequoia Financial Advisors bought 190 Hartford Financial Services shares in Q2 2026, an estimated $25.4K.
  • Hartford Financial Services made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #427 holding.
  • Sequoia Financial Advisors first reported a position in Hartford Financial Services in Q4 2022 and has held it in 14 quarters since.
  • Sequoia Financial Advisors's Hartford Financial Services position peaked at $3.82M in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.