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Alta Advisers’s Hartford Financial Services HIG Stock Holding History

Alta Advisers’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
2024
Q4 		– Sell
-1,100
Closed -$129K – 273
2024
Q3 		$129K Hold
1,100
– – 0.06% 232
2024
Q2 		$111K Hold
1,100
– – 0.05% 240
2024
Q1 		$113K Hold
1,100
– – 0.06% 248
2023
Q4 		$88.4K Hold
1,100
– – 0.05% 282
2023
Q3 		$78K Hold
1,100
– – 0.05% 290
2023
Q2 		$79.2K Hold
1,100
– – 0.04% 305
2023
Q1 		$76.7K Hold
1,100
– – 0.05% 305
2022
Q4 		$83K Hold
1,100
– – 0.05% 279
2022
Q3 		$68K Buy
+1,100
New +$71.6K 0.04% 320

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

Alta Advisers's HIG Position: Q4 2024 in Review

Alta Advisers sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 1,100 shares — an estimated $129K sold.

Alta Advisers first reported a position in HIG in Q3 2022 and held it in 9 quarters. The position peaked at $129K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Alta Advisers reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 1,100 Hartford Financial Services shares in Q4 2024, an estimated $129K.
  • Alta Advisers first reported a position in Hartford Financial Services in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Hartford Financial Services position peaked at $129K in Q3 2024.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.