West Financial Advisors’s Hartford Financial Services HIG Stock Holding History

West Financial 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	$32.7K	Hold	247	–	–	0.01%	116
2026 Q1	$33.4K	Hold	247	–	–	0.01%	111
2025 Q4	$34K	Hold	247	–	–	0.01%	111
2025 Q3	$32.9K	Hold	247	–	–	0.01%	119
2025 Q2	$31.3K	Hold	247	–	–	0.01%	122
2025 Q1	$30.6K	Hold	247	–	–	0.01%	118
2024 Q4	$27K	Hold	247	–	–	0.01%	121
2024 Q3	$29.1K	Hold	247	–	–	0.01%	114
2024 Q2	$24.8K	Hold	247	–	–	0.01%	100
2024 Q1	$25.5K	Hold	247	–	–	0.01%	101
2023 Q4	$19.9K	Hold	247	–	–	﹤0.01%	106
2023 Q3	$17.5K	Hold	247	–	–	﹤0.01%	116
2023 Q2	$17.8K	Hold	247	–	–	﹤0.01%	113
2023 Q1	$17.2K	Hold	247	–	–	﹤0.01%	107
2022 Q4	$18.7K	Hold	247	–	–	0.01%	103
2022 Q3	$15K	Buy	+247	New	+$16.1K	﹤0.01%	130

Other funds holding HIG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

West Financial Advisors's HIG Position: Q2 2026 in Review

West Financial Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 247 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #116.

West Financial Advisors first reported a position in HIG in Q3 2022 and has held it in 16 quarters since. The position peaked at $34K in Q4 2025. 265 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

West Financial Advisors held 247 shares of Hartford Financial Services worth $32.7K as of Q2 2026.
West Financial Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #116 holding.
West Financial Advisors first reported a position in Hartford Financial Services in Q3 2022 and has held it in 16 quarters since.
West Financial Advisors's Hartford Financial Services position peaked at $34K in Q4 2025.
265 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.