Aprio Wealth Management’s Hartford Financial Services HIG Stock Holding History

Aprio Wealth Management’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	$476K	Sell	3,591 -181	-5%	-$24.2K	0.02%	395
2026 Q1	$510K	Buy	3,772 +247	+7%	+$33.7K	0.03%	343
2025 Q4	$486K	Buy	3,525 +1,436	+69%	+$189K	0.03%	323
2025 Q3	$279K	Buy	2,089 +158	+8%	+$20.3K	0.03%	344
2025 Q2	$245K	Buy	1,931 +191	+11%	+$23.7K	0.03%	344
2025 Q1	$215K	Buy	+1,740	New	+$199K	0.03%	346
2023 Q3	–	Sell	-7,660	Closed	-$552K	–	186
2023 Q2	$552K	Buy	7,660 +3,932	+105%	+$276K	0.15%	72
2023 Q1	$260K	Buy	3,728 +198	+6%	+$14.7K	0.08%	115
2022 Q4	$268K	Buy	3,530 +264	+8%	+$19K	0.09%	93
2022 Q3	$202K	Sell	3,266 -31	-0.9%	-$2.02K	0.08%	104
2022 Q2	$216K	Sell	3,297 -84	-2%	-$5.89K	0.09%	92
2022 Q1	$243K	Buy	+3,381	New	+$238K	0.09%	81

Other funds holding HIG

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Aprio Wealth Management's HIG Position: Q2 2026 in Review

Aprio Wealth Management reduced its Hartford Financial Services (HIG) stake by 4.8% in Q2 2026, selling an estimated $24.2K and leaving 3,591 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #395.

Aprio Wealth Management first reported a position in HIG in Q1 2022 and has held it in 12 quarters since. The position peaked at $552K in Q2 2023. 467 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Aprio Wealth Management held 3,591 shares of Hartford Financial Services worth $476K as of Q2 2026.
Aprio Wealth Management sold 181 Hartford Financial Services shares in Q2 2026, an estimated $24.2K.
Hartford Financial Services made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #395 holding.
Aprio Wealth Management first reported a position in Hartford Financial Services in Q1 2022 and has held it in 12 quarters since.
Aprio Wealth Management's Hartford Financial Services position peaked at $552K in Q2 2023.
467 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.