Hartford Balanced Inc. Class IHBLIX
13F holders, Q3 2025 (September 30)1holders
1new positions
0sold out
$15.00avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Hartford Balanced Inc. Class I (HBLIX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($9K).
- Company
- Hartford Balanced Inc. Class I
- CUSIP
- 41664M821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2025: 610 shares bought, net +610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Kelleher Financial Advisors | 0.00% | New | 610 | $9K |
"% of holder's portfolio" is HBLIX's weight in each manager's 13F, not the share of Hartford Balanced Inc. Class I the manager owns.