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Geller Advisors’s Hartford Financial Services HIG Stock Holding History

Geller Advisors’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 		$304K Sell
2,766
-80
-3% -$9.28K 0.02% 199
2024
Q3 		$336K Buy
2,846
+274
+11% +$30K 0.02% 186
2024
Q2 		$260K Sell
2,572
-2
-0.1% -$201 0.02% 227
2024
Q1 		$266K Sell
2,574
-2
-0.1% -$183 0.02% 221
2023
Q4 		$208K Buy
+2,576
New +$194K 0.02% 256
2023
Q3 		– Sell
-3,148
Closed -$228K – 260
2023
Q2 		$228K Buy
+3,148
New +$221K 0.03% 226

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geller Advisors's HIG Position: Q4 2024 in Review

Geller Advisors reduced its Hartford Financial Services (HIG) stake by 2.8% in Q4 2024, selling an estimated $9.28K and leaving 2,766 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #199.

Geller Advisors first reported a position in HIG in Q2 2023 and has held it in 6 quarters since. The position peaked at $336K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Geller Advisors held 2,766 shares of Hartford Financial Services worth $304K as of Q4 2024.
  • Geller Advisors sold 80 Hartford Financial Services shares in Q4 2024, an estimated $9.28K.
  • Hartford Financial Services made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #199 holding.
  • Geller Advisors first reported a position in Hartford Financial Services in Q2 2023 and has held it in 6 quarters since.
  • Geller Advisors's Hartford Financial Services position peaked at $336K in Q3 2024.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.