Bleakley Financial Group’s Hartford Financial Services HIG Stock Holding History

Bleakley Financial Group’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	-4,943	Closed	-$541K	–	708
2024 Q4	$541K	Sell	4,943 -5	-0.1%	-$580	0.02%	596
2024 Q3	$582K	Sell	4,948 -13	-0.3%	-$1.43K	0.02%	554
2024 Q2	$499K	Sell	4,961 -99	-2%	-$9.94K	0.01%	615
2024 Q1	$521K	Sell	5,060 -104	-2%	-$9.53K	0.02%	606
2023 Q4	$415K	Buy	5,164 +168	+3%	+$12.7K	0.01%	644
2023 Q3	$354K	Sell	4,996 -740	-13%	-$53.7K	0.01%	633
2023 Q2	$413K	Buy	5,736 +176	+3%	+$12.4K	0.01%	638
2023 Q1	$387K	Buy	5,560 +703	+14%	+$52.2K	0.01%	639
2022 Q4	$368K	Buy	+4,857	New	+$350K	0.01%	630

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bleakley Financial Group's HIG Position: Q1 2025 in Review

Bleakley Financial Group sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 4,943 shares — an estimated $541K sold.

Bleakley Financial Group first reported a position in HIG in Q4 2022 and held it in 9 quarters. The position peaked at $582K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

Bleakley Financial Group reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 4,943 Hartford Financial Services shares in Q1 2025, an estimated $541K.
Bleakley Financial Group first reported a position in Hartford Financial Services in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Hartford Financial Services position peaked at $582K in Q3 2024.
1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.