RIVERSEDGE ADVISORS, LLC HIG — HARTFORD INSURANCE GROUP INC

Ownership history in RIVERSEDGE ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

RIVERSEDGE ADVISORS, LLC reported HARTFORD INSURANCE GROUP INC (HIG) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows HIG at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RIVERSEDGE ADVISORS, LLC's position in HARTFORD INSURANCE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

HIG was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HIG stock page RIVERSEDGE ADVISORS, LLC fund profile RIVERSEDGE ADVISORS, LLC full holdings
How RIVERSEDGE ADVISORS, LLC held HIG — position size vs. price
% of Fund (quarterly)    HIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 3,092 +773 +33.3% 0.05% $378K 2026-10-09 $129.11
2026 Q2 REDUCED 12.6% -4.5% ✅ 2,319 -334 -12.6% 0.04% $307K 2026-07-16 $136.05
2026 Q1 ADDED — — — 2,653 +208 +8.5% 0.06% $359K 2026-04-16 $137.03
2025 Q4 ADDED — — — 2,445 +138 +6.0% 0.05% $337K 2026-01-07 $134.09
2025 Q3 ADDED — — — 2,307 +249 +12.1% 0.05% $308K 2025-10-09 $127.84
2025 Q2 ADDED — — — 2,058 +378 +22.5% 0.05% $261K 2025-07-09 $119.25
2025 Q1 INITIATED — — — 1,680 — — 0.05% $208K 2025-05-01 $118.75

🏢 Other funds also holding HIG

As of 2026 Q3 — sorted by position size

First Financial Bank - Trust Division 3Y 7Y 0.59% Monument Capital Management 3Y 7Y 0.59% EASTERN BANK 3Y 7Y 0.29% Dale Q Rice Investment Management Ltd 0.15% CenterStar Asset Management, LLC 3Y 7Y 0.13% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.07% Trinity Financial Advisors LLC 3Y 0.07% GAMMA Investing LLC 0.07% Bank of New Hampshire 3Y 0.06% Balefire, LLC 3Y 7Y 0.04%

FAQ About RIVERSEDGE ADVISORS, LLC and HIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has RIVERSEDGE ADVISORS, LLC reported owning HIG?

RIVERSEDGE ADVISORS, LLC reported HIG across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported HIG position in RIVERSEDGE ADVISORS, LLC's portfolio?

The largest reported portfolio weight for HIG was 0.06% in 2026 Q1.

What is the latest reported HIG position on this page?

The most recent filing on this page is 2026 Q3, when RIVERSEDGE ADVISORS, LLC reported 3,092 shares, equal to 0.05% of portfolio, with an estimated market value of $378K.

What does the chart on this HIG ownership page compare?

The chart compares RIVERSEDGE ADVISORS, LLC's quarterly HIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RIVERSEDGE ADVISORS, LLC time their HIG position?

Based on 13F filing dates vs. subsequent HIG price moves, RIVERSEDGE ADVISORS, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on HIG relative to SPY over the holding period was -16.5%.

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