Patriot Financial Group Insurance Agency’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $393K | Sell |
2,965
-3,101
| -51% | -$415K | 0.04% | 350 |
|
|
2026
Q1 | $820K | Buy |
6,066
+2,968
| +96% | +$405K | 0.05% | 331 |
|
|
2025
Q4 | $427K | Buy |
3,098
+1,227
| +66% | +$162K | 0.05% | 318 |
|
|
2025
Q3 | $250K | Buy |
1,871
+5
| +0.3% | +$641 | 0.03% | 423 |
|
|
2025
Q2 | $237K | Buy |
1,866
+58
| +3% | +$7.21K | 0.03% | 458 |
|
|
2025
Q1 | $224K | Sell |
1,808
-35
| -2% | -$4.01K | 0.03% | 434 |
|
|
2024
Q4 | $202K | Sell |
1,843
-5
| -0.3% | -$580 | 0.03% | 447 |
|
|
2024
Q3 | $217K | Buy |
+1,848
| New | +$203K | 0.03% | 449 |
|
|
2024
Q2 | – | Sell |
-1,945
| Closed | -$200K | – | 500 |
|
|
2024
Q1 | $200K | Buy |
+1,945
| New | +$178K | 0.03% | 450 |
|
|
2023
Q3 | – | Sell |
-2,842
| Closed | -$205K | – | 477 |
|
|
2023
Q2 | $205K | Buy |
+2,842
| New | +$200K | 0.04% | 430 |
|
|
2023
Q1 | – | Sell |
-2,760
| Closed | -$209K | – | 473 |
|
|
2022
Q4 | $209K | Buy |
+2,760
| New | +$199K | 0.03% | 390 |
|
|
2022
Q3 | – | Sell |
-2,973
| Closed | -$195K | – | 1051 |
|
|
2022
Q2 | $195K | Buy |
2,973
+72
| +2% | +$5.05K | 0.04% | 387 |
|
|
2022
Q1 | $208K | Buy |
2,901
+7
| +0.2% | +$494 | 0.04% | 405 |
|
|
2021
Q4 | $200K | Sell |
2,894
-545
| -16% | -$38.4K | 0.03% | 445 |
|
|
2021
Q3 | $242K | Buy |
3,439
+225
| +7% | +$14.9K | 0.04% | 401 |
|
|
2021
Q2 | $199K | Buy |
3,214
+39
| +1% | +$2.56K | 0.04% | 434 |
|
|
2021
Q1 | $212K | Sell |
3,175
-111
| -3% | -$6K | 0.05% | 371 |
|
|
2020
Q4 | $161K | Buy |
3,286
+445
| +16% | +$19.2K | 0.04% | 392 |
|
|
2020
Q3 | $105K | Buy |
2,841
+666
| +31% | +$26.6K | 0.03% | 376 |
|
|
2020
Q2 | $84K | Buy |
2,175
+61
| +3% | +$2.33K | 0.03% | 390 |
|
|
2020
Q1 | $75K | Buy |
2,114
+280
| +15% | +$14.6K | 0.03% | 368 |
|
|
2019
Q4 | $111K | Buy |
1,834
+4
| +0.2% | +$240 | 0.04% | 325 |
|
|
2019
Q3 | $111K | Buy |
1,830
+155
| +9% | +$9.07K | 0.05% | 295 |
|
|
2019
Q2 | $94K | Sell |
1,675
-228
| -12% | -$12K | 0.04% | 323 |
|
|
2019
Q1 | $94K | Sell |
1,903
-116
| -6% | -$5.51K | 0.05% | 280 |
|
|
2018
Q4 | $90K | Sell |
2,019
-527
| -21% | -$23.7K | 0.06% | 226 |
|
|
2018
Q3 | $127K | Buy |
2,546
+645
| +34% | +$33.1K | 0.08% | 173 |
|
|
2018
Q2 | $97K | Sell |
1,901
-42
| -2% | -$2.2K | 0.1% | 120 |
|
|
2018
Q1 | $98K | Buy |
1,943
+2
| +0.1% | +$109 | 0.07% | 215 |
|
|
2017
Q4 | $105K | Sell |
1,941
-1,610
| -45% | -$89.8K | 0.08% | 202 |
|
|
2017
Q3 | $197K | Sell |
3,551
-7
| -0.2% | -$381 | 0.18% | 109 |
|
|
2017
Q2 | $188K | Sell |
3,558
-2,033
| -36% | -$101K | 0.2% | 101 |
|
|
2017
Q1 | $267K | Hold |
5,591
| – | – | 0.28% | 60 |
|
|
2016
Q4 | $270K | Buy |
+5,591
| New | +$256K | 0.37% | 51 |
|
Other funds holding HIG
PAM
Patriot Financial Group Insurance Agency's HIG Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Hartford Financial Services (HIG) stake by 51% in Q2 2026, selling an estimated $415K and leaving 2,965 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #350.
Patriot Financial Group Insurance Agency first reported a position in HIG in Q4 2016 and has held it in 34 quarters since. The position peaked at $820K in Q1 2026. 663 funds tracked by Wall St. Rank hold HIG as of Q2 2026.
- Patriot Financial Group Insurance Agency held 2,965 shares of Hartford Financial Services worth $393K as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 3,101 Hartford Financial Services shares in Q2 2026, an estimated $415K.
- Hartford Financial Services made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #350 holding.
- Patriot Financial Group Insurance Agency first reported a position in Hartford Financial Services in Q4 2016 and has held it in 34 quarters since.
- Patriot Financial Group Insurance Agency's Hartford Financial Services position peaked at $820K in Q1 2026.
- 663 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.