Corient Private Wealth
HIG icon

Corient Private Wealth’s Hartford Financial Services HIG Stock Holding History

Corient Private Wealth’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
2026
Q1 		$15.7M Sell
115,866
-88,908
-43% -$12.1M 0.02% 465
2025
Q4 		$27.1M Buy
204,774
+109,444
+115% +$14.4M 0.02% 494
2025
Q3 		$12.7M Sell
95,330
-4,222
-4% -$541K 0.02% 480
2025
Q2 		$12.6M Sell
99,552
-1,490
-1% -$185K 0.02% 471
2025
Q1 		$12.5M Buy
101,042
+12,835
+15% +$1.47M 0.02% 471
2024
Q4 		$9.65M Sell
88,207
-3,306
-4% -$383K 0.02% 522
2024
Q3 		$10.8M Buy
91,513
+487
+0.5% +$53.4K 0.02% 538
2024
Q2 		$9.15M Buy
91,026
+10,327
+13% +$1.04M 0.02% 551
2024
Q1 		$8.32M Buy
80,699
+9,314
+13% +$854K 0.01% 573
2023
Q4 		$5.74M Sell
71,385
-14,660
-17% -$1.1M 0.01% 666
2023
Q3 		$6.1M Buy
86,045
+402
+0.5% +$29.2K 0.01% 597
2023
Q2 		$6.17M Buy
85,643
+4,123
+5% +$290K 0.01% 575
2023
Q1 		$5.68M Buy
81,520
+7,392
+10% +$549K 0.02% 554
2022
Q4 		$5.62M Buy
+74,128
New +$5.34M 0.02% 468

Other funds holding HIG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return