Independence Bank of Kentucky’s Hartford Financial Services HIG Stock Holding History

Independence Bank of Kentucky’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	–	Sell	-700	Closed	-$94.7K	–	604
2026 Q1	$94.7K	Sell	700 -199	-22%	-$27.2K	0.01%	350
2025 Q4	$124K	Sell	899 -426	-32%	-$56.2K	0.02%	329
2025 Q3	$177K	Buy	+1,325	New	+$170K	0.02%	296
2020 Q3	–	Sell	-194	Closed	-$7K	–	371
2020 Q2	$7K	Hold	194	–	–	﹤0.01%	297
2020 Q1	$7K	Hold	194	–	–	0.01%	302
2019 Q4	$12K	Hold	194	–	–	0.01%	295
2019 Q3	$12K	Hold	194	–	–	0.01%	290
2019 Q2	$11K	Hold	194	–	–	0.01%	261
2019 Q1	$10K	Hold	194	–	–	0.01%	265
2018 Q4	$9K	Hold	194	–	–	0.01%	262
2018 Q3	$10K	Buy	+194	New	+$9.97K	0.01%	271

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Independence Bank of Kentucky's HIG Position: Q2 2026 in Review

Independence Bank of Kentucky sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 700 shares — an estimated $94.7K sold.

Independence Bank of Kentucky first reported a position in HIG in Q3 2018 and held it in 11 quarters. The position peaked at $177K in Q3 2025. 863 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Independence Bank of Kentucky reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
Independence Bank of Kentucky sold 700 Hartford Financial Services shares in Q2 2026, an estimated $94.7K.
Independence Bank of Kentucky first reported a position in Hartford Financial Services in Q3 2018 and held it in 11 quarters.
Independence Bank of Kentucky's Hartford Financial Services position peaked at $177K in Q3 2025.
863 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.