EDRH
HIG icon

Edmond de Rothschild Holding’s Hartford Financial Services HIG Stock Holding History

Edmond de Rothschild Holding’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 		$203K Buy
+1,500
New +$205K ﹤0.01% 377
2023
Q2 		– Sell
-2,206
Closed -$154K – 736
2023
Q1 		$154K Sell
2,206
-21,103
-91% -$1.57M ﹤0.01% 465
2022
Q4 		$1.77M Sell
23,309
-2,557
-10% -$184K 0.04% 262
2022
Q3 		$1.6M Buy
25,866
+6,480
+33% +$422K 0.04% 264
2022
Q2 		$1.27M Buy
+19,386
New +$1.36M 0.03% 316
2021
Q4 		– Sell
-300
Closed -$21K – 857
2021
Q3 		$21K Buy
+300
New +$19.8K ﹤0.01% 745

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