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Diversified Trust’s Hartford Financial Services HIG Stock Holding History

Diversified Trust’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 		$488K Buy
3,684
+36
+1% +$4.81K 0.01% 760
2026
Q1 		$493K Sell
3,648
-6,996
-66% -$955K 0.01% 689
2025
Q4 		$1.47M Buy
10,644
+101
+1% +$13.3K 0.03% 333
2025
Q3 		$1.41M Buy
10,543
+108
+1% +$13.9K 0.03% 337
2025
Q2 		$1.32M Sell
10,435
-97
-0.9% -$12.1K 0.03% 318
2025
Q1 		$1.3M Buy
10,532
+69
+0.7% +$7.91K 0.03% 294
2024
Q4 		$1.14M Buy
10,463
+6,754
+182% +$783K 0.03% 338
2024
Q3 		$436K Buy
3,709
+22
+0.6% +$2.41K 0.01% 626
2024
Q2 		$371K Sell
3,687
-5,455
-60% -$548K 0.01% 625
2024
Q1 		$942K Sell
9,142
-3,867
-30% -$354K 0.03% 332
2023
Q4 		$1.05M Buy
+13,009
New +$980K 0.04% 279
2023
Q3 		– Sell
-10,897
Closed -$785K – 874
2023
Q2 		$785K Buy
+10,897
New +$765K 0.03% 339
2021
Q1 		– Sell
-5,212
Closed -$255K – 805
2020
Q4 		$255K Buy
+5,212
New +$225K 0.01% 574

Other funds holding HIG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Diversified Trust's HIG Position: Q2 2026 in Review

Diversified Trust increased its Hartford Financial Services (HIG) stake by 0.99% in Q2 2026, buying an estimated $4.81K and bringing the position to 3,684 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #760.

Diversified Trust first reported a position in HIG in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.47M in Q4 2025. 254 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Diversified Trust held 3,684 shares of Hartford Financial Services worth $488K as of Q2 2026.
  • Diversified Trust bought 36 Hartford Financial Services shares in Q2 2026, an estimated $4.81K.
  • Hartford Financial Services made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #760 holding.
  • Diversified Trust first reported a position in Hartford Financial Services in Q4 2020 and has held it in 13 quarters since.
  • Diversified Trust's Hartford Financial Services position peaked at $1.47M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.