HIG β€” HARTFORD FINL SVCS GROUP INC

Ownership history in Trinity Financial Advisors LLC  Β·  7 quarters on record

AI Ownership Summary

Trinity Financial Advisors LLC reported HARTFORD FINL SVCS GROUP INC (HIG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows HIG at 0.09% 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 Trinity Financial Advisors LLC's position in HARTFORD FINL SVCS 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 Q1

HIG was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

How Trinity Financial Advisors LLC held HIG β€” position size vs. price
% of Fund (quarterly)    HIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,271 β€” 0% 0.09% $308K 2026-04-07 $135.76
2025 Q4 UNCHANGED 2,271 β€” 0% 0.09% $314K 2026-01-13 $131.29
2025 Q3 ADDED 2,271 +371 +19.5% 0.09% $304K 2025-10-07 $132.66
2025 Q2 REDUCED 1,900 -13,858 -87.9% 0.07% $242K 2025-07-03 $123.43
2025 Q1 ADDED 15,758 +13,858 +729.4% 0.08% $239K 2025-04-15 $115.23
2024 Q4 UNCHANGED 1,900 β€” 0% 0.08% $207K 2025-01-10 $104.10
2024 Q3 INITIATED 1,900 β€” β€” 0.10% $225K 2024-10-03 $113.75

FAQ About Trinity Financial 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 Trinity Financial Advisors LLC reported owning HIG?

Trinity Financial Advisors LLC reported HIG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HIG position in Trinity Financial Advisors LLC's portfolio?

The largest reported portfolio weight for HIG was 0.10% in 2024 Q3.

What is the latest reported HIG position on this page?

The most recent filing on this page is 2026 Q1, when Trinity Financial Advisors LLC reported 2,271 shares, equal to 0.09% of portfolio, with an estimated market value of $308K.

What does the chart on this HIG ownership page compare?

The chart compares Trinity Financial 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.

← Back to Trinity Financial Advisors LLC Holdings