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Atria Wealth Solutions’s Hartford Financial Services HIG Stock Holding History

Atria Wealth Solutions’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
-3,589
Closed -$393K – 1958
2024
Q4 		$393K Buy
+3,589
New +$416K ﹤0.01% 1396
2022
Q2 		– Sell
-9,996
Closed -$719K – 1744
2022
Q1 		$719K Buy
+9,996
New +$705K 0.01% 878

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Atria Wealth Solutions's HIG Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 3,589 shares — an estimated $393K sold.

Atria Wealth Solutions first reported a position in HIG in Q1 2022 and held it in 2 quarters. The position peaked at $719K in Q1 2022. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,589 Hartford Financial Services shares in Q1 2025, an estimated $393K.
  • Atria Wealth Solutions first reported a position in Hartford Financial Services in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Hartford Financial Services position peaked at $719K in Q1 2022.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.