Valeo Financial Advisors
HIG icon

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
2020
Q3 		– Sell
-2,500
Closed -$96K – 1819
2020
Q2 		$96K Buy
+2,500
New +$95.3K 0.01% 516

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Eastern Bank
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CK
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Fjarde Ap-fonden
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IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
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Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Valeo Financial Advisors's HIG Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Hartford Financial Services (HIG) stake by 3.2% in Q3 2026, selling an estimated $8.92K and leaving 1,941 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #715.

Valeo Financial Advisors first reported a position in HIG in Q3 2017 and has held it in 24 quarters since. The position peaked at $313K in Q4 2025. 118 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Valeo Financial Advisors held 1,941 shares of Hartford Financial Services worth $238K as of Q3 2026.
  • Valeo Financial Advisors sold 65 Hartford Financial Services shares in Q3 2026, an estimated $8.92K.
  • Hartford Financial Services made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #715 holding.
  • Valeo Financial Advisors first reported a position in Hartford Financial Services in Q3 2017 and has held it in 24 quarters since.
  • Valeo Financial Advisors's Hartford Financial Services position peaked at $313K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.