Soltis Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Soltis Investment 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	$246K	Sell	1,859 -117	-6%	-$15.6K	0.01%	568
2026 Q1	$267K	Buy	1,976 +398	+25%	+$54.3K	0.02%	461
2025 Q4	$217K	Buy	+1,578	New	+$208K	0.01%	487
2023 Q2	–	Sell	-37,171	Closed	-$2.59M	–	271
2023 Q1	$2.59M	Buy	37,171 +2,884	+8%	+$214K	0.33%	89
2022 Q4	$2.6M	Buy	34,287 +8,064	+31%	+$581K	0.34%	84
2022 Q3	$1.62M	Buy	26,223 +4,632	+21%	+$301K	0.24%	101
2022 Q2	$1.41M	Buy	+21,591	New	+$1.51M	0.21%	106

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Soltis Investment Advisors's HIG Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Hartford Financial Services (HIG) stake by 5.9% in Q2 2026, selling an estimated $15.6K and leaving 1,859 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #568.

Soltis Investment Advisors first reported a position in HIG in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.6M in Q4 2022. 663 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Soltis Investment Advisors held 1,859 shares of Hartford Financial Services worth $246K as of Q2 2026.
Soltis Investment Advisors sold 117 Hartford Financial Services shares in Q2 2026, an estimated $15.6K.
Hartford Financial Services made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #568 holding.
Soltis Investment Advisors first reported a position in Hartford Financial Services in Q2 2022 and has held it in 7 quarters since.
Soltis Investment Advisors's Hartford Financial Services position peaked at $2.6M in Q4 2022.
663 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.