Angeles Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Angeles Investment 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
2025 Q1	–	Sell	-3,397	Closed	-$372K	–	99
2024 Q4	$372K	Sell	3,397 -209	-6%	-$24.2K	0.02%	122
2024 Q3	$424K	Hold	3,606	–	–	0.02%	120
2024 Q2	$363K	Sell	3,606 -1,029	-22%	-$103K	0.02%	141
2024 Q1	$478K	Buy	4,635 +1,020	+28%	+$93.5K	0.03%	129
2023 Q4	$291K	Sell	3,615 -75	-2%	-$5.65K	0.02%	151
2023 Q3	$262K	Sell	3,690 -269	-7%	-$19.5K	0.02%	146
2023 Q2	$285K	Buy	+3,959	New	+$278K	0.02%	120

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Angeles Investment Advisors's HIG Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 3,397 shares — an estimated $372K sold.

Angeles Investment Advisors first reported a position in HIG in Q2 2023 and held it in 7 quarters. The position peaked at $478K in Q1 2024. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

Angeles Investment Advisors reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 3,397 Hartford Financial Services shares in Q1 2025, an estimated $372K.
Angeles Investment Advisors first reported a position in Hartford Financial Services in Q2 2023 and held it in 7 quarters.
Angeles Investment Advisors's Hartford Financial Services position peaked at $478K in Q1 2024.
1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.