VCA
HIG icon

Verdence Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Verdence Capital 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 		$321K Hold
2,421
– – 0.02% 529
2026
Q1 		$327K Buy
2,421
+1
+0% +$136 0.02% 511
2025
Q4 		$334K Sell
2,420
-383
-14% -$50.5K 0.02% 519
2025
Q3 		$350K Buy
2,803
+800
+40% +$103K 0.02% 554
2025
Q2 		$254K Sell
2,003
-3,438
-63% -$427K 0.02% 593
2025
Q1 		$673K Sell
5,441
-9,117
-63% -$1.05M 0.05% 310
2024
Q4 		$1.59M Sell
14,558
-2,387
-14% -$277K 0.13% 187
2024
Q3 		$1.99M Sell
16,945
-1,042
-6% -$114K 0.16% 163
2024
Q2 		$1.81M Buy
17,987
+342
+2% +$34.3K 0.16% 160
2024
Q1 		$1.82M Buy
17,645
+4,803
+37% +$440K 0.17% 158
2023
Q4 		$1.03M Buy
12,842
+772
+6% +$58.1K 0.1% 218
2023
Q3 		$856K Buy
12,070
+2,739
+29% +$199K 0.09% 228
2023
Q2 		$672K Buy
9,331
+5,495
+143% +$386K 0.08% 255
2023
Q1 		$267K Buy
+3,836
New +$285K 0.03% 455
2021
Q4 		– Sell
-5,439
Closed -$382K – 523
2021
Q3 		$382K Buy
5,439
+607
+13% +$40.1K 0.05% 319
2021
Q2 		$299K Sell
4,832
-1,245
-20% -$81.6K 0.04% 364
2021
Q1 		$406K Sell
6,077
-27
-0.4% -$1.46K 0.07% 269
2020
Q4 		$299K Sell
6,104
-311
-5% -$13.4K 0.06% 290
2020
Q3 		$236K Buy
6,415
+31
+0.5% +$1.24K 0.05% 298
2020
Q2 		$246K Buy
6,384
+437
+7% +$16.7K 0.06% 275
2020
Q1 		$210K Buy
5,947
+1,507
+34% +$78.5K 0.06% 271
2019
Q4 		$270K Buy
4,440
+115
+3% +$6.9K 0.07% 251
2019
Q3 		$262K Buy
4,325
+246
+6% +$14.4K 0.07% 242
2019
Q2 		$227K Buy
+4,079
New +$215K 0.07% 259
2019
Q1 		– Sell
-9,865
Closed -$438K – 275
2018
Q4 		$438K Sell
9,865
-4,401
-31% -$198K 0.12% 156
2018
Q3 		$713K Buy
14,266
+1,208
+9% +$62.1K 0.18% 126
2018
Q2 		$668K Sell
13,058
-918
-7% -$48.1K 0.16% 142
2018
Q1 		$720K Buy
13,976
+3,171
+29% +$173K 0.17% 136
2017
Q4 		$608K Buy
+10,805
New +$603K 0.14% 127

Other funds holding HIG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Verdence Capital Advisors's HIG Position: Q2 2026 in Review

Verdence Capital Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 2,421 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #529.

Verdence Capital Advisors first reported a position in HIG in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.99M in Q3 2024. 482 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Verdence Capital Advisors held 2,421 shares of Hartford Financial Services worth $321K as of Q2 2026.
  • Verdence Capital Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #529 holding.
  • Verdence Capital Advisors first reported a position in Hartford Financial Services in Q4 2017 and has held it in 29 quarters since.
  • Verdence Capital Advisors's Hartford Financial Services position peaked at $1.99M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.