Trinity Financial Advisors’s Hartford Financial Services HIG Stock Holding History

Trinity Financial Advisors’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 Q3	$279K	Hold	2,271	–	–	0.07%	81
2026 Q2	$302K	Hold	2,271	–	–	0.08%	76
2026 Q1	$308K	Hold	2,271	–	–	0.09%	72
2025 Q4	$314K	Hold	2,271	–	–	0.09%	72
2025 Q3	$304K	Buy	2,271 +371	+20%	+$47.6K	0.09%	75
2025 Q2	$242K	Hold	1,900	–	–	0.07%	83
2025 Q1	$235K	Hold	1,900	–	–	0.08%	78
2024 Q4	$207K	Hold	1,900	–	–	0.08%	82
2024 Q3	$225K	Buy	+1,900	New	+$208K	0.1%	78

Other funds holding HIG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Trinity Financial Advisors's HIG Position: Q3 2026 in Review

Trinity Financial Advisors held its Hartford Financial Services (HIG) position steady in Q3 2026 at 2,271 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #81.

Trinity Financial Advisors first reported a position in HIG in Q3 2024 and has held it in 9 quarters since. The position peaked at $314K in Q4 2025. 605 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

Trinity Financial Advisors held 2,271 shares of Hartford Financial Services worth $279K as of Q3 2026.
Trinity Financial Advisors left its Hartford Financial Services share count unchanged in Q3 2026.
Hartford Financial Services made up 0.07% of Trinity Financial Advisors's portfolio in Q3 2026, its #81 holding.
Trinity Financial Advisors first reported a position in Hartford Financial Services in Q3 2024 and has held it in 9 quarters since.
Trinity Financial Advisors's Hartford Financial Services position peaked at $314K in Q4 2025.
605 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.