Capstone Investment Advisors
HIG icon

Capstone Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Capstone Investment Advisors’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
-2,200
Closed -$241K – 1576
2024
Q4 		$241K Buy
2,200
+1,300
+144% +$151K ﹤0.01% 1545
2024
Q3 		$106K Sell
900
-9,900
-92% -$1.09M ﹤0.01% 1704
2024
Q2 		$1.09M Buy
10,800
+10,000
+1,250% +$1M ﹤0.01% 956
2024
Q1 		$82.4K Sell
800
-8,400
-91% -$770K ﹤0.01% 2160
2023
Q4 		$739K Buy
9,200
+2,000
+28% +$151K ﹤0.01% 1169
2023
Q3 		$511K Sell
7,200
-2,600
-27% -$189K ﹤0.01% 1314
2023
Q2 		$706K Hold
9,800
– – ﹤0.01% 1003
2023
Q1 		$683K Buy
9,800
+1,800
+23% +$134K ﹤0.01% 912
2022
Q4 		$607K Buy
8,000
+1,700
+27% +$122K ﹤0.01% 1072
2022
Q3 		$390K Sell
6,300
-1,800
-22% -$117K ﹤0.01% 1342
2022
Q2 		$530K Sell
8,100
-23,900
-75% -$1.68M ﹤0.01% 1217
2022
Q1 		$2.3M Sell
32,000
-37,100
-54% -$2.62M 0.01% 991
2021
Q4 		$4.77M Buy
69,100
+10,300
+18% +$727K 0.01% 838
2021
Q3 		$4.13M Buy
58,800
+14,300
+32% +$945K 0.01% 915
2021
Q2 		$2.76M Sell
44,500
-2,400
-5% -$157K 0.01% 919
2021
Q1 		$3.13M Sell
46,900
-2,900
-6% -$157K 0.01% 778
2020
Q4 		$2.44M Buy
49,800
+11,300
+29% +$487K 0.01% 820
2020
Q3 		$1.42M Buy
38,500
+700
+2% +$27.9K 0.01% 922
2020
Q2 		$1.46M Buy
37,800
+3,500
+10% +$133K 0.01% 808
2020
Q1 		$1.21M Buy
34,300
+14,700
+75% +$766K 0.02% 654
2019
Q4 		$1.19M Sell
19,600
-14,700
-43% -$882K 0.01% 957
2019
Q3 		$2.08M Buy
34,300
+8,800
+35% +$515K 0.01% 720
2019
Q2 		$1.42M Buy
25,500
+5,200
+26% +$275K 0.01% 836
2019
Q1 		$1.01M Buy
20,300
+13,200
+186% +$627K 0.01% 805
2018
Q4 		$316K Buy
7,100
+4,500
+173% +$202K ﹤0.01% 928
2018
Q3 		$130K Buy
+2,600
New +$134K ﹤0.01% 1095
2014
Q1 		– Sell
-184,600
Closed -$6.69M – 446
2013
Q4 		$6.69M Hold
184,600
– – 0.07% 150
2013
Q3 		$5.74M Buy
184,600
+124,600
+208% +$3.89M 0.06% 178
2013
Q2 		$1.85M Buy
+60,000
New +$1.73M 0.02% 271

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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. 1,063 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.
  • 1,063 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.