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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
Q2 		$338K Sell
2,554
-783
-23% -$105K ﹤0.01% 1348
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waverly Advisors's HIG Position: Q2 2026 in Review

Waverly Advisors reduced its Hartford Financial Services (HIG) stake by 23% in Q2 2026, selling an estimated $105K and leaving 2,554 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Waverly Advisors first reported a position in HIG in Q3 2013 and has held it in 13 quarters since. The position peaked at $451K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Waverly Advisors held 2,554 shares of Hartford Financial Services worth $338K as of Q2 2026.
  • Waverly Advisors sold 783 Hartford Financial Services shares in Q2 2026, an estimated $105K.
  • Hartford Financial Services made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1348 holding.
  • Waverly Advisors first reported a position in Hartford Financial Services in Q3 2013 and has held it in 13 quarters since.
  • Waverly Advisors's Hartford Financial Services position peaked at $451K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.