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Castleview Partners’s Hartford Financial Services HIG Stock Holding History

Castleview Partners’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
Q3 		– Sell
-2
Closed -$201 – 703
2024
Q2 		$201 Hold
2
– – ﹤0.01% 885
2024
Q1 		$206 Hold
2
– – ﹤0.01% 865
2023
Q4 		$161 Buy
+2
New +$151 ﹤0.01% 839

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Castleview Partners's HIG Position: Q3 2024 in Review

Castleview Partners sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 2 shares — an estimated $201 sold.

Castleview Partners first reported a position in HIG in Q4 2023 and held it in 3 quarters. The position peaked at $206 in Q1 2024. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Castleview Partners reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 2 Hartford Financial Services shares in Q3 2024, an estimated $201.
  • Castleview Partners first reported a position in Hartford Financial Services in Q4 2023 and held it in 3 quarters.
  • Castleview Partners's Hartford Financial Services position peaked at $206 in Q1 2024.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.