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United Asset Strategies’s Hartford Financial Services HIG Stock Holding History

United Asset Strategies’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 		$397K Buy
2,998
+690
+30% +$92.3K 0.03% 219
2026
Q1 		$312K Sell
2,308
-78
-3% -$10.6K 0.02% 228
2025
Q4 		$329K Sell
2,386
-89
-4% -$11.7K 0.03% 219
2025
Q3 		$330K Hold
2,475
– – 0.03% 215
2025
Q2 		$314K Buy
2,475
+48
+2% +$5.96K 0.03% 214
2025
Q1 		$300K Sell
2,427
-43
-2% -$4.93K 0.03% 212
2024
Q4 		$270K Sell
2,470
-281
-10% -$32.6K 0.02% 210
2024
Q3 		$324K Sell
2,751
-148
-5% -$16.2K 0.03% 199
2024
Q2 		$291K Sell
2,899
-32
-1% -$3.21K 0.03% 196
2024
Q1 		$302K Buy
2,931
+121
+4% +$11.1K 0.03% 201
2023
Q4 		$226K Sell
2,810
-379
-12% -$28.5K 0.03% 220
2023
Q3 		$226K Buy
3,189
+265
+9% +$19.2K 0.03% 212
2023
Q2 		$211K Sell
2,924
-52
-2% -$3.65K 0.03% 218
2023
Q1 		$207K Buy
2,976
+43
+1% +$3.19K 0.03% 212
2022
Q4 		$222K Buy
+2,933
New +$211K 0.03% 212

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

United Asset Strategies's HIG Position: Q2 2026 in Review

United Asset Strategies increased its Hartford Financial Services (HIG) stake by 30% in Q2 2026, buying an estimated $92.3K and bringing the position to 2,998 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #219.

United Asset Strategies first reported a position in HIG in Q4 2022 and has held it in 15 quarters since. 285 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • United Asset Strategies held 2,998 shares of Hartford Financial Services worth $397K as of Q2 2026.
  • United Asset Strategies bought 690 Hartford Financial Services shares in Q2 2026, an estimated $92.3K.
  • Hartford Financial Services made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #219 holding.
  • United Asset Strategies first reported a position in Hartford Financial Services in Q4 2022 and has held it in 15 quarters since.
  • 285 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.