Valued Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Valued Wealth 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	$37.2K	Buy	279 +10	+4%	+$1.34K	0.01%	136
2026 Q1	$36.6K	Sell	269 -22	-8%	-$3K	0.01%	124
2025 Q4	$40.3K	Buy	291 +30	+11%	+$3.96K	0.02%	104
2025 Q3	$34.9K	Buy	261 +6	+2%	+$770	0.02%	111
2025 Q2	$32.5K	Buy	255 +13	+5%	+$1.62K	0.02%	116
2025 Q1	$30.1K	Buy	242 +19	+9%	+$2.18K	0.02%	124
2024 Q4	$24.5K	Sell	223 -42	-16%	-$4.87K	0.02%	139
2024 Q3	$31.2K	Buy	265 +58	+28%	+$6.36K	0.02%	107
2024 Q2	$20.9K	Buy	207 +25	+14%	+$2.51K	0.01%	128
2024 Q1	$18.8K	Buy	182 +139	+323%	+$12.7K	0.01%	130
2023 Q4	$3.06K	Buy	+43	New	+$3.24K	﹤0.01%	258

Other funds holding HIG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Valued Wealth Advisors's HIG Position: Q2 2026 in Review

Valued Wealth Advisors increased its Hartford Financial Services (HIG) stake by 3.7% in Q2 2026, buying an estimated $1.34K and bringing the position to 279 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #136.

Valued Wealth Advisors first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.3K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Valued Wealth Advisors held 279 shares of Hartford Financial Services worth $37.2K as of Q2 2026.
Valued Wealth Advisors bought 10 Hartford Financial Services shares in Q2 2026, an estimated $1.34K.
Hartford Financial Services made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Valued Wealth Advisors first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Hartford Financial Services position peaked at $40.3K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.