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Wealthcare Advisory Partners’s Hartford Financial Services HIG Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-1,494
Closed -$202K – 1117
2026
Q1 		$202K Sell
1,494
-751
-33% -$103K ﹤0.01% 1023
2025
Q4 		$309K Buy
2,245
+506
+29% +$66.8K 0.01% 859
2025
Q3 		$232K Buy
+1,739
New +$223K ﹤0.01% 930
2025
Q2 		– Sell
-1,723
Closed -$213K – 988
2025
Q1 		$213K Sell
1,723
-1,300
-43% -$149K 0.01% 852
2024
Q4 		$331K Buy
3,023
+282
+10% +$32.7K 0.01% 682
2024
Q3 		$322K Sell
2,741
-320
-10% -$35.1K 0.01% 697
2024
Q2 		$308K Buy
3,061
+397
+15% +$39.8K 0.01% 669
2024
Q1 		$274K Buy
+2,664
New +$244K 0.01% 696
2021
Q2 		– Sell
-613
Closed -$41K – 1113
2021
Q1 		$41K Buy
+613
New +$33.1K ﹤0.01% 940
2020
Q2 		– Sell
-467
Closed -$16K – 781
2020
Q1 		$16K Buy
467
+173
+59% +$9.01K ﹤0.01% 793
2019
Q4 		$18K Hold
294
– – ﹤0.01% 789
2019
Q3 		$18K Hold
294
– – ﹤0.01% 773
2019
Q2 		$16K Hold
294
– – ﹤0.01% 776
2019
Q1 		$15K Hold
294
– – ﹤0.01% 726
2018
Q4 		$13K Hold
294
– – ﹤0.01% 725
2018
Q3 		$15K Hold
294
– – ﹤0.01% 751
2018
Q2 		$15K Buy
294
+200
+213% +$10.5K ﹤0.01% 736
2018
Q1 		$5K Sell
94
-1
-1% -$55 ﹤0.01% 829
2017
Q4 		$5K Hold
95
– – ﹤0.01% 781
2017
Q3 		$5K Buy
+95
New +$5.17K ﹤0.01% 641

Other funds holding HIG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealthcare Advisory Partners's HIG Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 1,494 shares — an estimated $202K sold.

Wealthcare Advisory Partners first reported a position in HIG in Q3 2017 and held it in 20 quarters. The position peaked at $331K in Q4 2024. 208 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,494 Hartford Financial Services shares in Q2 2026, an estimated $202K.
  • Wealthcare Advisory Partners first reported a position in Hartford Financial Services in Q3 2017 and held it in 20 quarters.
  • Wealthcare Advisory Partners's Hartford Financial Services position peaked at $331K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.