Epoch Investment Partners’s Hartford Financial Services HIG Stock Holding History

Epoch Investment 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
2024 Q4	–	Sell	-3,164	Closed	-$372K	–	331
2024 Q3	$372K	Hold	3,164	–	–	﹤0.01%	346
2024 Q2	$318K	Hold	3,164	–	–	﹤0.01%	360
2024 Q1	$326K	Sell	3,164 -170	-5%	-$15.6K	﹤0.01%	385
2023 Q4	$268K	Hold	3,334	–	–	﹤0.01%	400
2023 Q3	$236K	Hold	3,334	–	–	﹤0.01%	413
2023 Q2	$240K	Hold	3,334	–	–	﹤0.01%	432
2023 Q1	$232K	Sell	3,334 -20	-0.6%	-$1.49K	﹤0.01%	429
2022 Q4	$254K	Hold	3,354	–	–	﹤0.01%	409
2022 Q3	$208K	Hold	3,354	–	–	﹤0.01%	427
2022 Q2	$219K	Sell	3,354 -154	-4%	-$10.8K	﹤0.01%	431
2022 Q1	$252K	Buy	+3,508	New	+$247K	﹤0.01%	430

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Epoch Investment Partners's HIG Position: Q4 2024 in Review

Epoch Investment Partners sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 3,164 shares — an estimated $372K sold.

Epoch Investment Partners first reported a position in HIG in Q1 2022 and held it in 11 quarters. The position peaked at $372K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

Epoch Investment Partners reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
Epoch Investment Partners sold 3,164 Hartford Financial Services shares in Q4 2024, an estimated $372K.
Epoch Investment Partners first reported a position in Hartford Financial Services in Q1 2022 and held it in 11 quarters.
Epoch Investment Partners's Hartford Financial Services position peaked at $372K in Q3 2024.
1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.