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LRI Investments’s Hartford Financial Services HIG Stock Holding History

LRI Investments’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 		$191K Buy
1,445
+38
+3% +$5.08K 0.02% 332
2026
Q1 		$190K Buy
1,407
+669
+91% +$91.3K 0.02% 290
2025
Q4 		$102K Buy
738
+461
+166% +$60.8K 0.01% 415
2025
Q3 		$36.9K Buy
277
+9
+3% +$1.15K ﹤0.01% 605
2025
Q2 		$34K Sell
268
-32
-11% -$3.98K ﹤0.01% 615
2025
Q1 		$37.1K Hold
300
– – ﹤0.01% 585
2024
Q4 		$32.8K Hold
300
– – ﹤0.01% 589
2024
Q3 		$34.9K Sell
300
-240
-44% -$26.3K ﹤0.01% 563
2024
Q2 		$54.3K Buy
540
+518
+2,355% +$52K 0.01% 468
2024
Q1 		$2.27K Buy
+22
New +$2.02K ﹤0.01% 730

Other funds holding HIG

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

LRI Investments's HIG Position: Q2 2026 in Review

LRI Investments increased its Hartford Financial Services (HIG) stake by 2.7% in Q2 2026, buying an estimated $5.08K and bringing the position to 1,445 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #332.

LRI Investments first reported a position in HIG in Q1 2024 and has held it in 10 quarters since. 467 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • LRI Investments held 1,445 shares of Hartford Financial Services worth $191K as of Q2 2026.
  • LRI Investments bought 38 Hartford Financial Services shares in Q2 2026, an estimated $5.08K.
  • Hartford Financial Services made up 0.02% of LRI Investments's portfolio in Q2 2026, its #332 holding.
  • LRI Investments first reported a position in Hartford Financial Services in Q1 2024 and has held it in 10 quarters since.
  • 467 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.