BW
HIG icon

Bison Wealth’s Hartford Financial Services HIG Stock Holding History

Bison Wealth’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
2024
Q4 		– Sell
-1,783
Closed -$210K – 365
2024
Q3 		$210K Sell
1,783
-472
-21% -$51.7K 0.03% 394
2024
Q2 		$232K Hold
2,255
– – 0.04% 373
2024
Q1 		$232K Buy
+2,255
New +$207K 0.04% 373

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bison Wealth's HIG Position: Q4 2024 in Review

Bison Wealth sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 1,783 shares — an estimated $210K sold.

Bison Wealth first reported a position in HIG in Q1 2024 and held it in 3 quarters. The position peaked at $232K in Q2 2024. 1,041 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Bison Wealth reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 1,783 Hartford Financial Services shares in Q4 2024, an estimated $210K.
  • Bison Wealth first reported a position in Hartford Financial Services in Q1 2024 and held it in 3 quarters.
  • Bison Wealth's Hartford Financial Services position peaked at $232K in Q2 2024.
  • 1,041 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.