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Atwood & Palmer’s Hartford Financial Services HIG Stock Holding History

Atwood & Palmer’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
Closed -$329 – 463
2024
Q4 		$329 Sell
3
-2
-40% -$232 ﹤0.01% 456
2024
Q3 		$589 Buy
+5
New +$548 ﹤0.01% 447

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

Atwood & Palmer's HIG Position: Q1 2025 in Review

Atwood & Palmer sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 3 shares — an estimated $329 sold.

Atwood & Palmer first reported a position in HIG in Q3 2024 and held it in 2 quarters. The position peaked at $589 in Q3 2024. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Atwood & Palmer reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 3 Hartford Financial Services shares in Q1 2025, an estimated $329.
  • Atwood & Palmer first reported a position in Hartford Financial Services in Q3 2024 and held it in 2 quarters.
  • Atwood & Palmer's Hartford Financial Services position peaked at $589 in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.