Bank Julius Baer & Co’s Hartford Financial Services HIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.75M	Buy	42,756 +4,089	+11%	+$558K	0.02%	219
2025 Q4	$5.36M	Sell	38,667 -9,681	-20%	-$1.28M	0.01%	228
2025 Q3	$6.45M	Buy	48,348 +19,900	+70%	+$2.55M	0.02%	220
2025 Q2	$3.61M	Buy	28,448 +22,103	+348%	+$2.75M	0.01%	276
2025 Q1	$785K	Buy	6,345 +3,438	+118%	+$394K	﹤0.01%	330
2024 Q4	$351K	Sell	2,907 -733	-20%	-$85K	﹤0.01%	380
2024 Q3	$508K	Buy	3,640 +329	+10%	+$36.1K	﹤0.01%	328
2024 Q2	$371K	Sell	3,311 -5	-0.2%	-$502	﹤0.01%	297
2024 Q1	$342K	Sell	3,316 -2	-0.1%	-$183	﹤0.01%	347
2023 Q4	$267K	Sell	3,318 -663	-17%	-$49.9K	﹤0.01%	376
2023 Q3	$282K	Buy	3,981 +221	+6%	+$16K	﹤0.01%	362
2023 Q2	$271K	Buy	3,760 +12	+0.3%	+$843	﹤0.01%	386
2023 Q1	$261K	Buy	3,748 +1,723	+85%	+$128K	﹤0.01%	411
2022 Q4	$154K	Buy	2,025 +24	+1%	+$1.73K	﹤0.01%	446
2022 Q3	$124K	Buy	2,001 +6	+0.3%	+$390	﹤0.01%	441
2022 Q2	$131K	Buy	+1,995	New	+$140K	﹤0.01%	460
2020 Q2	–	Sell	-14,060	Closed	-$496K	–	706
2020 Q1	$496K	Buy	+14,060	New	+$733K	0.01%	313