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Concourse Financial Group Securities’s Hartford Financial Services HIG Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,124
Closed -$237K – 908
2024
Q4 		$237K Sell
2,124
-132
-6% -$15.3K 0.01% 670
2024
Q3 		$266K Sell
2,256
-38
-2% -$4.17K 0.02% 620
2024
Q2 		$232K Sell
2,294
-4,177
-65% -$419K 0.01% 653
2024
Q1 		$670K Sell
6,471
-3,577
-36% -$328K 0.04% 387
2023
Q4 		$813K Sell
10,048
-4,470
-31% -$337K 0.06% 336
2023
Q3 		$1.04M Buy
14,518
+462
+3% +$33.5K 0.08% 247
2023
Q2 		$1.02M Buy
14,056
+141
+1% +$9.9K 0.08% 262
2023
Q1 		$976K Buy
13,915
+469
+3% +$34.8K 0.08% 270
2022
Q4 		$1.03M Buy
13,446
+557
+4% +$40.1K 0.08% 250
2022
Q3 		$803K Sell
12,889
-237
-2% -$15.4K 0.08% 260
2022
Q2 		$864K Sell
13,126
-910
-6% -$63.8K 0.07% 273
2022
Q1 		$1.01M Buy
14,036
+377
+3% +$26.6K 0.07% 263
2021
Q4 		$948K Buy
13,659
+821
+6% +$57.9K 0.05% 340
2021
Q3 		$906K Buy
12,838
+1,136
+10% +$75.1K 0.06% 332
2021
Q2 		$729K Buy
11,702
+49
+0.4% +$3.21K 0.05% 378
2021
Q1 		$782K Sell
11,653
-500
-4% -$27K 0.05% 325
2020
Q4 		$599K Buy
12,153
+1,611
+15% +$69.5K 0.05% 352
2020
Q3 		$391K Buy
10,542
+9,827
+1,374% +$392K 0.03% 382
2020
Q2 		$28K Hold
715
– – ﹤0.01% 1172
2020
Q1 		$25K Hold
715
– – ﹤0.01% 1154
2019
Q4 		$44K Buy
715
+512
+252% +$30.7K ﹤0.01% 988
2019
Q3 		$12K Sell
203
-427
-68% -$25K ﹤0.01% 1095
2019
Q2 		$35K Hold
630
– – ﹤0.01% 1006
2019
Q1 		$31K Sell
630
-49
-7% -$2.33K ﹤0.01% 1068
2018
Q4 		$30K Buy
679
+314
+86% +$14.1K ﹤0.01% 988
2018
Q3 		$18K Buy
+365
New +$18.8K 0.01% 891

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Concourse Financial Group Securities's HIG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 2,124 shares — an estimated $237K sold.

Concourse Financial Group Securities first reported a position in HIG in Q3 2018 and held it in 26 quarters. The position peaked at $1.04M in Q3 2023. 1,063 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,124 Hartford Financial Services shares in Q1 2025, an estimated $237K.
  • Concourse Financial Group Securities first reported a position in Hartford Financial Services in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Hartford Financial Services position peaked at $1.04M in Q3 2023.
  • 1,063 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.