Riverbend Wealth Management’s Hartford Financial Services HIG Stock Holding History

Riverbend Wealth Management’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	$347K	Buy	2,622 +203	+8%	+$27.1K	0.17%	135
2026 Q1	$327K	Buy	2,419 +120	+5%	+$16.4K	0.19%	122
2025 Q4	$317K	Buy	2,299 +131	+6%	+$17.3K	0.2%	120
2025 Q3	$289K	Sell	2,168 -10	-0.5%	-$1.28K	0.2%	114
2025 Q2	$276K	Buy	2,178 +107	+5%	+$13.3K	0.21%	115
2025 Q1	$256K	Buy	2,071 +46	+2%	+$5.27K	0.23%	104
2024 Q4	$222K	Buy	+2,025	New	+$235K	0.2%	111

Other funds holding HIG

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Riverbend Wealth Management's HIG Position: Q2 2026 in Review

Riverbend Wealth Management increased its Hartford Financial Services (HIG) stake by 8.4% in Q2 2026, buying an estimated $27.1K and bringing the position to 2,622 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #135.

Riverbend Wealth Management first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Riverbend Wealth Management held 2,622 shares of Hartford Financial Services worth $347K as of Q2 2026.
Riverbend Wealth Management bought 203 Hartford Financial Services shares in Q2 2026, an estimated $27.1K.
Hartford Financial Services made up 0.17% of Riverbend Wealth Management's portfolio in Q2 2026, its #135 holding.
Riverbend Wealth Management first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
477 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.