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B. Riley Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

B. Riley Wealth Advisors’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 		$558K Sell
4,177
-5
-0.1% -$669 0.03% 443
2026
Q1 		$562K Sell
4,182
-120
-3% -$16.4K 0.04% 417
2025
Q4 		$593K Sell
4,302
-757
-15% -$99.9K 0.03% 468
2025
Q3 		$675K Sell
5,059
-7,652
-60% -$981K 0.03% 434
2025
Q2 		$1.61M Buy
+12,711
New +$1.58M 0.08% 251
2024
Q4 		$1.67M Sell
15,238
-1,579
-9% -$183K 0.05% 314
2024
Q3 		$1.99M Sell
16,817
-187
-1% -$20.5K 0.06% 315
2024
Q2 		$1.72M Buy
17,004
+177
+1% +$17.8K 0.04% 382
2024
Q1 		$1.2M Buy
16,827
+68
+0.4% +$6.23K 0.03% 472
2023
Q4 		$1.35M Sell
16,759
-68
-0.4% -$5.12K 0.04% 448
2023
Q3 		$1.2M Sell
16,827
-4,973
-23% -$361K 0.03% 472
2023
Q2 		$1.58M Sell
21,800
-813
-4% -$57.1K 0.04% 436
2023
Q1 		$1.58M Sell
22,613
-4,378
-16% -$325K 0.04% 414
2022
Q4 		$2.06M Buy
26,991
+4,471
+20% +$322K 0.06% 329
2022
Q3 		$1.4M Buy
22,520
+5,567
+33% +$362K 0.04% 403
2022
Q2 		$1.11M Sell
16,953
-395
-2% -$27.7K 0.05% 389
2022
Q1 		$1.25M Sell
17,348
-5,361
-24% -$378K 0.04% 413
2021
Q4 		$1.57M Buy
22,709
+449
+2% +$31.7K 0.05% 408
2021
Q3 		$1.52M Sell
22,260
-2,238
-9% -$148K 0.05% 404
2021
Q2 		$1.55M Buy
24,498
+6,070
+33% +$398K 0.05% 399
2021
Q1 		$1.16M Sell
18,428
-968
-5% -$52.3K 0.04% 437
2020
Q4 		$951K Sell
19,396
-2,550
-12% -$110K 0.05% 345
2020
Q3 		$821K Buy
21,946
+4,509
+26% +$180K 0.04% 363
2020
Q2 		$673K Sell
17,437
-2,054
-11% -$78.3K 0.05% 365
2020
Q1 		$687K Buy
19,491
+9,719
+99% +$506K 0.06% 309
2019
Q4 		$595K Buy
9,772
+4,684
+92% +$281K 0.05% 371
2019
Q3 		$309K Sell
5,088
-719
-12% -$42.1K 0.03% 583
2019
Q2 		$324K Buy
5,807
+92
+2% +$4.86K 0.04% 532
2019
Q1 		$285K Buy
5,715
+418
+8% +$19.9K 0.04% 523
2018
Q4 		$236K Sell
5,297
-873
-14% -$39.3K 0.03% 524
2018
Q3 		$309K Sell
6,170
-482
-7% -$24.8K 0.04% 490
2018
Q2 		$341K Sell
6,652
-3,484
-34% -$182K 0.05% 418
2018
Q1 		$523K Sell
10,136
-77
-0.8% -$4.21K 0.07% 300
2017
Q4 		$576K Sell
10,213
-448
-4% -$25K 0.08% 281
2017
Q3 		$592K Sell
10,661
-118
-1% -$6.42K 0.1% 227
2017
Q2 		$568K Sell
10,779
-193
-2% -$9.56K 0.1% 228
2017
Q1 		$529K Buy
10,972
+845
+8% +$40.9K 0.11% 225
2016
Q4 		$484K Buy
10,127
+1,036
+11% +$47.5K 0.1% 234
2016
Q3 		$390K Sell
9,091
-1,502
-14% -$62.9K 0.08% 324
2016
Q2 		$471K Sell
10,593
-7,299
-41% -$326K 0.09% 264
2016
Q1 		$567K Sell
17,892
-4,672
-21% -$196K 0.13% 195
2015
Q4 		$981K Buy
22,564
+4,811
+27% +$221K 0.2% 132
2015
Q3 		$814K Buy
17,753
+9,373
+112% +$433K 0.2% 136
2015
Q2 		$350K Sell
8,380
-4,154
-33% -$173K 0.09% 292
2015
Q1 		$525K Sell
12,534
-8,345
-40% -$342K 0.13% 210
2014
Q4 		$4.74K Buy
20,879
+10,387
+99% +$411K 0.1% 261
2014
Q3 		$391K Sell
10,492
-10,305
-50% -$373K 0.1% 265
2014
Q2 		$378K Buy
20,797
+10,547
+103% +$371K 0.09% 252
2014
Q1 		$362K Sell
10,250
-29
-0.3% -$1.01K 0.11% 218
2013
Q4 		$372K Buy
10,279
+391
+4% +$13.5K 0.12% 193
2013
Q3 		$308K Sell
9,888
-6,792
-41% -$212K 0.11% 218
2013
Q2 		$516K Buy
+16,680
New +$481K 0.18% 144

Other funds holding HIG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

B. Riley Wealth Advisors's HIG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Hartford Financial Services (HIG) stake by 0.12% in Q2 2026, selling an estimated $669 and leaving 4,177 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #443.

B. Riley Wealth Advisors first reported a position in HIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.06M in Q4 2022. 336 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • B. Riley Wealth Advisors held 4,177 shares of Hartford Financial Services worth $558K as of Q2 2026.
  • B. Riley Wealth Advisors sold 5 Hartford Financial Services shares in Q2 2026, an estimated $669.
  • Hartford Financial Services made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #443 holding.
  • B. Riley Wealth Advisors first reported a position in Hartford Financial Services in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Hartford Financial Services position peaked at $2.06M in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.