HIG β€” HARTFORD INSURANCE GROUP INC

Ownership history in AdviceOne Advisory Services, LLC  Β·  4 quarters on record

AI Ownership Summary

AdviceOne Advisory Services, LLC reported HARTFORD INSURANCE GROUP INC (HIG) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.44% in 2025 Q1. The latest visible filing shows HIG at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdviceOne Advisory Services, LLC's position in HARTFORD INSURANCE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HIG was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AdviceOne Advisory Services, LLC held HIG β€” position size vs. price
% of Fund (quarterly)    HIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,678 -185 -4.8% 0.30% $507K 2026-02-14 (Est.) $140.65
2025 Q3 REDUCED 3,863 -297 -7.1% 0.34% $515K 2025-11-19 $131.04
2025 Q2 REDUCED 4,160 -411 -9.0% 0.39% $528K 2025-07-25 $121.81
2025 Q1 INITIATED 4,571 β€” β€” 0.44% $500K 2025-06-27 $123.12

FAQ About AdviceOne Advisory Services, LLC and HIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdviceOne Advisory Services, LLC reported owning HIG?

AdviceOne Advisory Services, LLC reported HIG across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported HIG position in AdviceOne Advisory Services, LLC's portfolio?

The largest reported portfolio weight for HIG was 0.44% in 2025 Q1.

What is the latest reported HIG position on this page?

The most recent filing on this page is 2025 Q4, when AdviceOne Advisory Services, LLC reported 3,678 shares, equal to 0.30% of portfolio, with an estimated market value of $507K.

What does the chart on this HIG ownership page compare?

The chart compares AdviceOne Advisory Services, LLC's quarterly HIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to AdviceOne Advisory Services, LLC Holdings