CA
HIG icon

Chuck Akre’s Hartford Financial Services HIG Stock Holding History

Chuck Akre’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
2015
Q1 		– Sell
-50,761
Closed -$2.12M – 36
2014
Q4 		$2.12M Sell
50,761
-255,340
-83% -$10.1M 0.06% 29
2014
Q3 		$11.4M Sell
306,101
-8,881
-3% -$321K 0.32% 24
2014
Q2 		$11.3M Sell
314,982
-2,892
-0.9% -$102K 0.33% 25
2014
Q1 		$11.2M Sell
317,874
-1,200
-0.4% -$41.7K 0.36% 28
2013
Q4 		$11.6M Sell
319,074
-729
-0.2% -$25.1K 0.43% 26
2013
Q3 		$9.95M Sell
319,803
-1,708,467
-84% -$53.3M 0.42% 27
2013
Q2 		$62.7M Buy
+2,028,270
New +$58.5M 2.84% 14

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Chuck Akre's HIG Position: Q1 2015 in Review

Chuck Akre sold out of Hartford Financial Services (HIG) in Q1 2015, closing a stake of 50,761 shares — an estimated $2.12M sold.

Chuck Akre first reported a position in HIG in Q2 2013 and held it in 7 quarters. The position peaked at $62.7M in Q2 2013. 576 funds tracked by Wall St. Rank hold HIG as of Q1 2015.

  • Chuck Akre reported no remaining Hartford Financial Services position as of Q1 2015 after selling out during the quarter.
  • Chuck Akre sold 50,761 Hartford Financial Services shares in Q1 2015, an estimated $2.12M.
  • Chuck Akre first reported a position in Hartford Financial Services in Q2 2013 and held it in 7 quarters.
  • Chuck Akre's Hartford Financial Services position peaked at $62.7M in Q2 2013.
  • 576 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2015.

Based on AKRE Capital Management's 13F filing for Q1 2015, filed 14 May 2015.