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 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

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Trinity Financial Advisors's HIG Position: Q2 2026 in Review

Trinity Financial Advisors held its Hartford Financial Services (HIG) position steady in Q2 2026 at 2,271 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #76.

Trinity Financial Advisors first reported a position in HIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $314K in Q4 2025. 467 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Trinity Financial Advisors held 2,271 shares of Hartford Financial Services worth $302K as of Q2 2026.
Trinity Financial Advisors left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up 0.08% of Trinity Financial Advisors's portfolio in Q2 2026, its #76 holding.
Trinity Financial Advisors first reported a position in Hartford Financial Services in Q3 2024 and has held it in 8 quarters since.
Trinity Financial Advisors's Hartford Financial Services position peaked at $314K in Q4 2025.
467 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.