Winthrop Advisory Group
HIG icon

Winthrop Advisory Group’s Hartford Financial Services HIG Stock Holding History

Winthrop Advisory Group’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
Q3 		$286K Buy
2,329
+3
+0.1% +$412 0.02% 178
2026
Q2 		$310K Buy
2,326
+135
+6% +$18.1K 0.02% 165
2026
Q1 		$298K Buy
2,191
+14
+0.6% +$1.91K 0.02% 140
2025
Q4 		$301K Buy
2,177
+3
+0.1% +$396 0.03% 142
2025
Q3 		$291K Buy
2,174
+3
+0.1% +$385 0.03% 143
2025
Q2 		$277K Buy
2,171
+3
+0.1% +$373 0.03% 140
2025
Q1 		$269K Buy
2,168
+4
+0.2% +$459 0.03% 125
2024
Q4 		$237K Buy
2,164
+3
+0.1% +$348 0.03% 135
2024
Q3 		$255K Buy
2,161
+31
+1% +$3.4K 0.03% 121
2024
Q2 		$214K Buy
2,130
+4
+0.2% +$401 0.03% 132
2024
Q1 		$220K Buy
+2,126
New +$195K 0.03% 132

Other funds holding HIG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Winthrop Advisory Group's HIG Position: Q3 2026 in Review

Winthrop Advisory Group increased its Hartford Financial Services (HIG) stake by 0.13% in Q3 2026, buying an estimated $412 and bringing the position to 2,329 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #178.

Winthrop Advisory Group first reported a position in HIG in Q1 2024 and has held it in 11 quarters since. The position peaked at $310K in Q2 2026. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Winthrop Advisory Group held 2,329 shares of Hartford Financial Services worth $286K as of Q3 2026.
  • Winthrop Advisory Group bought 3 Hartford Financial Services shares in Q3 2026, an estimated $412.
  • Hartford Financial Services made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #178 holding.
  • Winthrop Advisory Group first reported a position in Hartford Financial Services in Q1 2024 and has held it in 11 quarters since.
  • Winthrop Advisory Group's Hartford Financial Services position peaked at $310K in Q2 2026.
  • 660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.