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Advisor Partners II’s Hartford Financial Services HIG Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.71M Buy
24,065
+2,320
+11% +$168K 0.07% 314
2023
Q2 		$1.57M Buy
21,745
+6,436
+42% +$452K 0.07% 274
2023
Q1 		$1.07M Buy
15,309
+2,036
+15% +$151K 0.06% 339
2022
Q4 		$1.01M Buy
13,273
+2,240
+20% +$161K 0.06% 318
2022
Q3 		$683K Buy
+11,033
New +$718K 0.05% 370

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisor Partners II's HIG Position: Q3 2023 in Review

Advisor Partners II increased its Hartford Financial Services (HIG) stake by 11% in Q3 2023, buying an estimated $168K and bringing the position to 24,065 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #314.

Advisor Partners II first reported a position in HIG in Q3 2022 and has held it in 5 quarters since. 773 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

  • Advisor Partners II held 24,065 shares of Hartford Financial Services worth $1.71M as of Q3 2023.
  • Advisor Partners II bought 2,320 Hartford Financial Services shares in Q3 2023, an estimated $168K.
  • Hartford Financial Services made up 0.07% of Advisor Partners II's portfolio in Q3 2023, its #314 holding.
  • Advisor Partners II first reported a position in Hartford Financial Services in Q3 2022 and has held it in 5 quarters since.
  • 773 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.