Hartford Balanced Inc. Class IHBLIX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$14.44avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Hartford Balanced Inc. Class I (HBLIX) in their 13F filings, unchanged from Q4 2025. 0 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 6 shares bought, net +6 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Kelleher Financial Advisors | 0.00% | Add +0.9% | 648 | $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.