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Bullock Wealth Management’s Hartford Financial Services HIG Stock Holding History

Bullock Wealth Management’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
Q2 		– Sell
-254
Closed -$26K – 580
2024
Q1 		$26K Buy
+254
New +$23.3K 0.02% 283

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bullock Wealth Management's HIG Position: Q2 2024 in Review

Bullock Wealth Management sold out of Hartford Financial Services (HIG) in Q2 2024, closing a stake of 254 shares — an estimated $26K sold.

Bullock Wealth Management first reported a position in HIG in Q1 2024 and held it in 1 quarter. The position peaked at $26K in Q1 2024. 928 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • Bullock Wealth Management reported no remaining Hartford Financial Services position as of Q2 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 254 Hartford Financial Services shares in Q2 2024, an estimated $26K.
  • Bullock Wealth Management first reported a position in Hartford Financial Services in Q1 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Hartford Financial Services position peaked at $26K in Q1 2024.
  • 928 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.