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Waverly Advisors’s Hartford Financial Services HIG Stock Holding History

Waverly 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
Q1 		$451K Buy
3,337
+1,371
+70% +$187K ﹤0.01% 1130
2025
Q4 		$271K Buy
1,966
+370
+23% +$48.8K ﹤0.01% 1259
2025
Q3 		$213K Sell
1,596
-230
-13% -$29.5K ﹤0.01% 1193
2025
Q2 		$232K Buy
1,826
+209
+13% +$26K ﹤0.01% 1075
2025
Q1 		$200K Buy
+1,617
New +$185K ﹤0.01% 1055
2015
Q4 		– Sell
-200
Closed -$9K – 247
2015
Q3 		$9K Hold
200
– – 0.01% 349
2015
Q2 		$8K Buy
+200
New +$8.35K ﹤0.01% 291
2014
Q4 		– Sell
-4,014
Closed -$150K – 527
2014
Q3 		$150K Sell
4,014
-600
-13% -$21.7K 0.08% 103
2014
Q2 		$165K Buy
4,614
+4
+0.1% +$141 0.07% 109
2014
Q1 		$163K Buy
4,610
+510
+12% +$17.7K 0.07% 105
2013
Q4 		$149K Buy
4,100
+3,900
+1,950% +$134K 0.05% 174
2013
Q3 		$6K Buy
+200
New +$6.24K ﹤0.01% 480

Other funds holding HIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Waverly Advisors's HIG Position: Q1 2026 in Review

Waverly Advisors increased its Hartford Financial Services (HIG) stake by 70% in Q1 2026, buying an estimated $187K and bringing the position to 3,337 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Waverly Advisors first reported a position in HIG in Q3 2013 and has held it in 12 quarters since. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Waverly Advisors held 3,337 shares of Hartford Financial Services worth $451K as of Q1 2026.
  • Waverly Advisors bought 1,371 Hartford Financial Services shares in Q1 2026, an estimated $187K.
  • Hartford Financial Services made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1130 holding.
  • Waverly Advisors first reported a position in Hartford Financial Services in Q3 2013 and has held it in 12 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.