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SOA Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

SOA 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 		$9.98K Buy
75
+60
+400% +$8.02K ﹤0.01% 613
2026
Q1 		$2.06K Hold
15
– – ﹤0.01% 711
2025
Q4 		$2.09K Hold
15
– – ﹤0.01% 714
2025
Q3 		$2.02K Hold
15
– – ﹤0.01% 726
2025
Q2 		$1.91K Sell
15
-15
-50% -$1.86K ﹤0.01% 719
2025
Q1 		$3.71K Hold
30
– – ﹤0.01% 660
2024
Q4 		$3.28K Hold
30
– – ﹤0.01% 647
2024
Q3 		$3.51K Hold
30
– – ﹤0.01% 631
2024
Q2 		$3K Sell
30
-7
-19% -$703 ﹤0.01% 645
2024
Q1 		$3.79K Hold
37
– – ﹤0.01% 638
2023
Q4 		$2.95K Hold
37
– – ﹤0.01% 655
2023
Q3 		$2.59K Buy
37
+1
+3% +$73 ﹤0.01% 689
2023
Q2 		$2.63K Hold
36
– – ﹤0.01% 694
2023
Q1 		$2.54K Sell
36
-39
-52% -$2.9K ﹤0.01% 701
2022
Q4 		$5.71K Hold
75
– – ﹤0.01% 604
2022
Q3 		$4K Sell
75
-17
-18% -$1.11K ﹤0.01% 626
2022
Q2 		$6K Sell
92
-1,232
-93% -$86.4K ﹤0.01% 566
2022
Q1 		$95K Hold
1,324
– – 0.02% 233
2021
Q4 		$91K Hold
1,324
– – 0.02% 228
2021
Q3 		$93K Buy
1,324
+20
+2% +$1.32K 0.02% 227
2021
Q2 		$80K Buy
1,304
+862
+195% +$56.5K 0.02% 250
2021
Q1 		$29K Buy
442
+241
+120% +$13K 0.01% 339
2020
Q4 		$10K Buy
+201
New +$8.67K ﹤0.01% 516

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

SOA Wealth Advisors's HIG Position: Q2 2026 in Review

SOA Wealth Advisors increased its Hartford Financial Services (HIG) stake by 400% in Q2 2026, buying an estimated $8.02K and bringing the position to 75 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

SOA Wealth Advisors first reported a position in HIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $95K in Q1 2022. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • SOA Wealth Advisors held 75 shares of Hartford Financial Services worth $9.98K as of Q2 2026.
  • SOA Wealth Advisors bought 60 Hartford Financial Services shares in Q2 2026, an estimated $8.02K.
  • Hartford Financial Services made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #613 holding.
  • SOA Wealth Advisors first reported a position in Hartford Financial Services in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Hartford Financial Services position peaked at $95K in Q1 2022.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.