BGAI
HIG icon

Bruce G. Allen Investments’s Hartford Financial Services HIG Stock Holding History

Bruce G. Allen Investments’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
2026
Q1 		$71.3K Sell
527
-15
-3% -$2.05K 0.05% 204
2025
Q4 		$74.7K Sell
542
-43
-7% -$5.67K 0.05% 204
2025
Q3 		$78K Hold
585
– – 0.06% 200
2025
Q2 		$74.2K Sell
585
-2
-0.3% -$249 0.06% 202
2025
Q1 		$72.6K Sell
587
-64
-10% -$7.34K 0.06% 182
2024
Q4 		$71.2K Sell
651
-142
-18% -$16.5K 0.06% 197
2024
Q3 		$93.3K Sell
793
-311
-28% -$34.1K 0.07% 168
2024
Q2 		$111K Buy
1,104
+69
+7% +$6.92K 0.09% 138
2024
Q1 		$107K Sell
1,035
-309
-23% -$28.3K 0.09% 149
2023
Q4 		$108K Buy
+1,344
New +$101K 0.1% 140

Other funds holding HIG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return