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
Q3 | – | Sell |
-3,800
| Closed | -$482K | – | 1968 |
|
|
2025
Q2 | $482K | Sell |
3,800
-400
| -10% | -$49.7K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $520K | Buy |
4,200
+300
| +8% | +$34.4K | ﹤0.01% | 1068 |
|
|
2024
Q4 | $427K | Hold |
3,900
| – | – | ﹤0.01% | 1360 |
|
|
2024
Q3 | $459K | Buy |
3,900
+2,900
| +290% | +$318K | ﹤0.01% | 1239 |
|
|
2024
Q2 | $101K | Sell |
1,000
-300
| -23% | -$30.1K | ﹤0.01% | 1886 |
|
|
2024
Q1 | $134K | Sell |
1,300
-13,600
| -91% | -$1.25M | ﹤0.01% | 2095 |
|
|
2023
Q4 | $1.2M | Buy |
14,900
+2,300
| +18% | +$173K | ﹤0.01% | 982 |
|
|
2023
Q3 | $893K | Sell |
12,600
-400
| -3% | -$29K | ﹤0.01% | 1026 |
|
|
2023
Q2 | $936K | Buy |
13,000
+1,700
| +15% | +$119K | ﹤0.01% | 892 |
|
|
2023
Q1 | $787K | Sell |
11,300
-23,100
| -67% | -$1.72M | ﹤0.01% | 864 |
|
|
2022
Q4 | $2.61M | Buy |
34,400
+4,600
| +15% | +$331K | 0.02% | 610 |
|
|
2022
Q3 | $1.85M | Sell |
29,800
-8,200
| -22% | -$534K | 0.01% | 787 |
|
|
2022
Q2 | $2.49M | Sell |
38,000
-129,700
| -77% | -$9.09M | 0.01% | 684 |
|
|
2022
Q1 | $12M | Sell |
167,700
-168,200
| -50% | -$11.9M | 0.03% | 410 |
|
|
2021
Q4 | $23.2M | Buy |
335,900
+30,900
| +10% | +$2.18M | 0.04% | 394 |
|
|
2021
Q3 | $21.4M | Sell |
305,000
-14,500
| -5% | -$959K | 0.04% | 406 |
|
|
2021
Q2 | $19.8M | Buy |
319,500
+57,300
| +22% | +$3.75M | 0.04% | 353 |
|
|
2021
Q1 | $17.5M | Sell |
262,200
-72,200
| -22% | -$3.9M | 0.05% | 324 |
|
|
2020
Q4 | $16.4M | Buy |
334,400
+108,000
| +48% | +$4.66M | 0.05% | 284 |
|
|
2020
Q3 | $8.35M | Buy |
226,400
+28,200
| +14% | +$1.12M | 0.04% | 367 |
|
|
2020
Q2 | $7.64M | Buy |
198,200
+21,900
| +12% | +$835K | 0.05% | 320 |
|
|
2020
Q1 | $6.21M | Sell |
176,300
-45,300
| -20% | -$2.36M | 0.1% | 224 |
|
|
2019
Q4 | $13.5M | Buy |
221,600
+53,100
| +32% | +$3.19M | 0.07% | 277 |
|
|
2019
Q3 | $10.2M | Buy |
168,500
+42,600
| +34% | +$2.49M | 0.07% | 285 |
|
|
2019
Q2 | $7.01M | Buy |
125,900
+45,800
| +57% | +$2.42M | 0.05% | 380 |
|
|
2019
Q1 | $3.98M | Buy |
80,100
+33,400
| +72% | +$1.59M | 0.04% | 412 |
|
|
2018
Q4 | $2.08M | Buy |
46,700
+27,800
| +147% | +$1.25M | 0.03% | 434 |
|
|
2018
Q3 | $944K | Buy |
+18,900
| New | +$971K | 0.01% | 612 |
|
|
2014
Q1 | – | Sell |
-88,100
| Closed | -$3.19M | – | 447 |
|
|
2013
Q4 | $3.19M | Sell |
88,100
-60,000
| -41% | -$2.07M | 0.03% | 263 |
|
|
2013
Q3 | $4.61M | Buy |
148,100
+88,100
| +147% | +$2.75M | 0.05% | 214 |
|
|
2013
Q2 | $1.85M | Buy |
+60,000
| New | +$1.73M | 0.02% | 272 |
|
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.