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Cassady Schiller Wealth Management’s Hartford Financial Services HIG Stock Holding History

Cassady Schiller 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
Q4 		$1.86K Buy
17
+16
+1,600% +$1.85K ﹤0.01% 595
2024
Q3 		$118 Hold
1
– – ﹤0.01% 460
2024
Q2 		$101 Hold
1
– – ﹤0.01% 464
2024
Q1 		$103 Buy
+1
New +$92 ﹤0.01% 491
2022
Q1 		– Sell
-9
Closed -$1K – 314
2021
Q4 		$1K Buy
+9
New +$635 ﹤0.01% 459

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

Cassady Schiller Wealth Management's HIG Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Hartford Financial Services (HIG) stake by 1,600% in Q4 2024, buying an estimated $1.85K and bringing the position to 17 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Cassady Schiller Wealth Management first reported a position in HIG in Q4 2021 and has held it in 5 quarters since. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Cassady Schiller Wealth Management held 17 shares of Hartford Financial Services worth $1.86K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 16 Hartford Financial Services shares in Q4 2024, an estimated $1.85K.
  • Hartford Financial Services made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #595 holding.
  • Cassady Schiller Wealth Management first reported a position in Hartford Financial Services in Q4 2021 and has held it in 5 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.