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

Other funds holding HIG

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

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. 603 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.
  • 603 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.