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Caption Management’s Hartford Financial Services HIG Stock Holding History

Caption 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
Q4 		– Sell
-12,000
Closed -$1.41M – 1611
2024
Q3 		$1.41M Buy
+12,000
New +$1.32M 0.02% 683
2021
Q4 		– Sell
-135,500
Closed -$9.52M – 1732
2021
Q3 		$9.52M Buy
+135,500
New +$8.96M 0.11% 243
2021
Q2 		– Sell
-50,000
Closed -$3.34M – 1410
2021
Q1 		$3.34M Buy
+50,000
New +$2.7M 0.07% 352

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Caption Management's HIG Position: Q4 2024 in Review

Caption Management sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 2,400 shares — an estimated $282K sold.

Caption Management first reported a position in HIG in Q2 2021 and held it in 3 quarters. The position peaked at $1.96M in Q4 2021. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Caption Management reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • Caption Management sold 2,400 Hartford Financial Services shares in Q4 2024, an estimated $282K.
  • Caption Management first reported a position in Hartford Financial Services in Q2 2021 and held it in 3 quarters.
  • Caption Management's Hartford Financial Services position peaked at $1.96M in Q4 2021.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Caption Management's 13F filing for Q4 2024, filed 14 Feb 2025.