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EnRich Financial Partners’s Hartford Financial Services HIG Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-600
Closed -$65.6K – 127
2024
Q4 		$65.6K Hold
600
– – 0.02% 100
2024
Q3 		$70.6K Hold
600
– – 0.02% 95
2024
Q2 		$60.3K Hold
600
– – 0.02% 97
2024
Q1 		$61.8K Buy
+600
New +$55K 0.02% 89

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

EnRich Financial Partners's HIG Position: Q1 2025 in Review

EnRich Financial Partners sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 600 shares — an estimated $65.6K sold.

EnRich Financial Partners first reported a position in HIG in Q1 2024 and held it in 4 quarters. The position peaked at $70.6K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • EnRich Financial Partners reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 600 Hartford Financial Services shares in Q1 2025, an estimated $65.6K.
  • EnRich Financial Partners first reported a position in Hartford Financial Services in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Hartford Financial Services position peaked at $70.6K in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.