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Shore Point Advisors’s Hartford Financial Services HIG Stock Holding History

Shore Point 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 		$245K Hold
1,852
– – 0.08% 69
2026
Q1 		$250K Hold
1,852
– – 0.1% 70
2025
Q4 		$255K Hold
1,852
– – 0.11% 68
2025
Q3 		$247K Hold
1,852
– – 0.11% 67
2025
Q2 		$235K Hold
1,852
– – 0.11% 65
2025
Q1 		$229K Hold
1,852
– – 0.12% 62
2024
Q4 		$203K Hold
1,852
– – 0.11% 63
2024
Q3 		$218K Buy
+1,852
New +$203K 0.12% 61
2022
Q1 		– Sell
-1,852
Closed -$128K – 102
2021
Q4 		$128K Buy
+1,852
New +$131K 0.11% 44

Other funds holding HIG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Shore Point Advisors's HIG Position: Q2 2026 in Review

Shore Point Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 1,852 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #69.

Shore Point Advisors first reported a position in HIG in Q4 2021 and has held it in 9 quarters since. The position peaked at $255K in Q4 2025. 218 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Shore Point Advisors held 1,852 shares of Hartford Financial Services worth $245K as of Q2 2026.
  • Shore Point Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.08% of Shore Point Advisors's portfolio in Q2 2026, its #69 holding.
  • Shore Point Advisors first reported a position in Hartford Financial Services in Q4 2021 and has held it in 9 quarters since.
  • Shore Point Advisors's Hartford Financial Services position peaked at $255K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.