Capstone Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,836
| Closed | -$784K | – | 1577 |
|
|
2024
Q4 | $748K | Buy |
6,836
+1,195
| +21% | +$139K | ﹤0.01% | 1164 |
|
|
2024
Q3 | $663K | Buy |
5,641
+580
| +11% | +$63.6K | ﹤0.01% | 1110 |
|
|
2024
Q2 | $509K | Buy |
5,061
+381
| +8% | +$38.2K | ﹤0.01% | 1300 |
|
|
2024
Q1 | $482K | Buy |
4,680
+2,414
| +107% | +$221K | ﹤0.01% | 1581 |
|
|
2023
Q4 | $182K | Buy |
2,266
+443
| +24% | +$33.4K | ﹤0.01% | 1809 |
|
|
2023
Q3 | $129K | Buy |
1,823
+1,252
| +219% | +$90.9K | ﹤0.01% | 1911 |
|
|
2023
Q2 | $41.1K | Sell |
571
-1
| -0.2% | -$70 | ﹤0.01% | 1783 |
|
|
2023
Q1 | $39.9K | Buy |
+572
| New | +$42.5K | ﹤0.01% | 1441 |
|
|
2022
Q4 | – | Sell |
-5,633
| Closed | -$406K | – | 1572 |
|
|
2022
Q3 | $349K | Buy |
+5,633
| New | +$367K | ﹤0.01% | 1367 |
|
|
2022
Q2 | – | Sell |
-3,801
| Closed | -$266K | – | 1956 |
|
|
2022
Q1 | $273K | Buy |
+3,801
| New | +$268K | ﹤0.01% | 1608 |
|
|
2021
Q4 | – | Sell |
-76
| Closed | -$5.36K | – | 1947 |
|
|
2021
Q3 | $5K | Sell |
76
-38,402
| -100% | -$2.54M | ﹤0.01% | 1985 |
|
|
2021
Q2 | $2.38M | Buy |
+38,478
| New | +$2.52M | 0.01% | 970 |
|
|
2021
Q1 | – | Sell |
-121,799
| Closed | -$6.58M | – | 1784 |
|
|
2020
Q4 | $5.97M | Sell |
121,799
-36,714
| -23% | -$1.58M | 0.02% | 542 |
|
|
2020
Q3 | $5.84M | Buy |
158,513
+49,372
| +45% | +$1.97M | 0.03% | 477 |
|
|
2020
Q2 | $4.21M | Buy |
109,141
+18,770
| +21% | +$715K | 0.03% | 485 |
|
|
2020
Q1 | $3.19M | Buy |
90,371
+71,583
| +381% | +$3.73M | 0.05% | 392 |
|
|
2019
Q4 | $1.14M | Buy |
+18,788
| New | +$1.13M | 0.01% | 967 |
|
|
2019
Q2 | – | Sell |
-1,517
| Closed | -$80.1K | – | 1408 |
|
|
2019
Q1 | $75K | Sell |
1,517
-1,800
| -54% | -$85.5K | ﹤0.01% | 1208 |
|
|
2018
Q4 | $147K | Sell |
3,317
-1,742
| -34% | -$78.4K | ﹤0.01% | 1068 |
|
|
2018
Q3 | $253K | Buy |
+5,059
| New | +$260K | ﹤0.01% | 955 |
|
|
2017
Q4 | – | Sell |
-7,036
| Closed | -$390K | – | 557 |
|
|
2017
Q3 | $390K | Buy |
+7,036
| New | +$383K | 0.01% | 356 |
|
|
2017
Q2 | – | Sell |
-20,300
| Closed | -$975K | – | 752 |
|
|
2017
Q1 | $975K | Buy |
20,300
+300
| +2% | +$14.5K | 0.02% | 436 |
|
|
2016
Q4 | $953K | Buy |
+20,000
| New | +$917K | 0.03% | 435 |
|
|
2016
Q3 | – | Sell |
-10,500
| Closed | -$465K | – | 807 |
|
|
2016
Q2 | $465K | Buy |
+10,500
| New | +$469K | 0.01% | 484 |
|
Other funds holding HIG
Capstone Investment Advisors's HIG Position: Q1 2025 in Review
Capstone Investment Advisors sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 6,836 shares — an estimated $784K sold.
Capstone Investment Advisors first reported a position in HIG in Q2 2016 and held it in 24 quarters. The position peaked at $5.97M in Q4 2020. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.
- Capstone Investment Advisors reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
- Capstone Investment Advisors sold 6,836 Hartford Financial Services shares in Q1 2025, an estimated $784K.
- Capstone Investment Advisors first reported a position in Hartford Financial Services in Q2 2016 and held it in 24 quarters.
- Capstone Investment Advisors's Hartford Financial Services position peaked at $5.97M in Q4 2020.
- 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.
Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.