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Annis Gardner Whiting Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q1 		$54K Buy
398
+27
+7% +$3.69K 0.01% 568
2025
Q4 		$51.3K Buy
371
+202
+120% +$26.7K 0.01% 524
2025
Q3 		$22.6K Sell
169
-210
-55% -$26.9K ﹤0.01% 595
2025
Q2 		$48.2K Buy
379
+212
+127% +$26.3K 0.02% 427
2025
Q1 		$20.7K Buy
167
+11
+7% +$1.26K 0.01% 454
2024
Q4 		$17.1K Hold
156
– – ﹤0.01% 465
2024
Q3 		$18.4K Sell
156
-8
-5% -$877 0.01% 471
2024
Q2 		$16.6K Buy
164
+8
+5% +$803 ﹤0.01% 600
2024
Q1 		$16.1K Buy
156
+8
+5% +$733 0.01% 599
2023
Q4 		$12K Hold
148
– – 0.01% 460
2023
Q3 		$10.6K Buy
+148
New +$10.7K 0.01% 455

Other funds holding HIG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return