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Keynote Financial Services’s Hartford Financial Services HIG Stock Holding History

Keynote Financial Services’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 		$512K Buy
3,863
+135
+4% +$18.1K 0.24% 101
2026
Q1 		$504K Buy
3,728
+281
+8% +$38.4K 0.27% 97
2025
Q4 		$475K Hold
3,447
– – 0.27% 96
2025
Q3 		$460K Sell
3,447
-201
-6% -$25.8K 0.28% 100
2025
Q2 		$463K Buy
3,648
+2
+0.1% +$249 0.31% 86
2025
Q1 		$451K Buy
+3,646
New +$418K 0.32% 81

Other funds holding HIG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Keynote Financial Services's HIG Position: Q2 2026 in Review

Keynote Financial Services increased its Hartford Financial Services (HIG) stake by 3.6% in Q2 2026, buying an estimated $18.1K and bringing the position to 3,863 shares worth $512K. The position accounts for 0.24% of the portfolio, ranked #101.

Keynote Financial Services first reported a position in HIG in Q1 2025 and has held it in 6 quarters since. 531 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Keynote Financial Services held 3,863 shares of Hartford Financial Services worth $512K as of Q2 2026.
  • Keynote Financial Services bought 135 Hartford Financial Services shares in Q2 2026, an estimated $18.1K.
  • Hartford Financial Services made up 0.24% of Keynote Financial Services's portfolio in Q2 2026, its #101 holding.
  • Keynote Financial Services first reported a position in Hartford Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 531 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.