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

Valeo 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 		$266K Buy
2,006
+273
+16% +$36.5K 0.01% 659
2026
Q1 		$234K Sell
1,733
-542
-24% -$74K 0.01% 637
2025
Q4 		$313K Buy
2,275
+491
+28% +$64.8K 0.01% 602
2025
Q3 		$238K Sell
1,784
-71
-4% -$9.11K 0.01% 692
2025
Q2 		$235K Sell
1,855
-23
-1% -$2.86K 0.01% 653
2025
Q1 		$232K Sell
1,878
-116
-6% -$13.3K 0.01% 602
2024
Q4 		$218K Buy
1,994
+193
+11% +$22.4K 0.01% 641
2024
Q3 		$212K Buy
+1,801
New +$197K 0.01% 639
2021
Q2 		– Sell
-282
Closed -$19K – 1068
2021
Q1 		$19K Hold
282
– – ﹤0.01% 1174
2020
Q4 		$14K Hold
282
– – ﹤0.01% 1116
2020
Q3 		$10K Sell
282
-30
-10% -$1.2K ﹤0.01% 1081
2020
Q2 		$12K Buy
312
+30
+11% +$1.14K ﹤0.01% 1227
2020
Q1 		$12K Buy
282
+12
+4% +$625 ﹤0.01% 1028
2019
Q4 		$16K Hold
270
– – ﹤0.01% 973
2019
Q3 		$16K Hold
270
– – ﹤0.01% 903
2019
Q2 		$15K Sell
270
-10
-4% -$528 ﹤0.01% 921
2019
Q1 		$14K Hold
280
– – ﹤0.01% 868
2018
Q4 		$12K Sell
280
-28
-9% -$1.26K ﹤0.01% 833
2018
Q3 		$14K Buy
308
+27
+10% +$1.39K ﹤0.01% 871
2018
Q2 		$14K Hold
281
– – ﹤0.01% 862
2018
Q1 		$14K Hold
281
– – ﹤0.01% 832
2017
Q4 		$16K Buy
281
+11
+4% +$614 ﹤0.01% 720
2017
Q3 		$15K Buy
+270
New +$14.7K ﹤0.01% 614

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

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

Valeo Financial Advisors increased its Hartford Financial Services (HIG) stake by 16% in Q2 2026, buying an estimated $36.5K and bringing the position to 2,006 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #659.

Valeo Financial Advisors first reported a position in HIG in Q3 2017 and has held it in 23 quarters since. The position peaked at $313K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Valeo Financial Advisors held 2,006 shares of Hartford Financial Services worth $266K as of Q2 2026.
  • Valeo Financial Advisors bought 273 Hartford Financial Services shares in Q2 2026, an estimated $36.5K.
  • Hartford Financial Services made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #659 holding.
  • Valeo Financial Advisors first reported a position in Hartford Financial Services in Q3 2017 and has held it in 23 quarters since.
  • Valeo Financial Advisors's Hartford Financial Services position peaked at $313K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.