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Global Financial Private Client’s Hartford Financial Services HIG Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-933
Closed -$116K – 806
2025
Q1 		$116K Buy
933
+27
+3% +$3.1K 0.04% 252
2024
Q4 		$99.2K Buy
906
+12
+1% +$1.39K 0.04% 265
2024
Q3 		$105K Hold
894
– – 0.04% 257
2024
Q2 		$89.9K Hold
894
– – 0.04% 249
2024
Q1 		$91.7K Sell
894
-8
-0.9% -$733 0.04% 247
2023
Q4 		$72.5K Hold
902
– – 0.03% 268
2023
Q3 		$63.9K Hold
902
– – 0.03% 261
2023
Q2 		$65.3K Hold
902
– – 0.03% 265
2023
Q1 		$63.3K Sell
902
-62
-6% -$4.61K 0.03% 259
2022
Q4 		$73.1K Sell
964
-2
-0.2% -$144 0.04% 231
2022
Q3 		$61.4K Sell
966
-5,058
-84% -$329K 0.04% 246
2022
Q2 		$399K Buy
6,024
+63
+1% +$4.42K 0.23% 93
2022
Q1 		$432K Buy
5,961
+27
+0.5% +$1.9K 0.21% 103
2021
Q4 		$410K Buy
5,934
+214
+4% +$15.1K 0.2% 101
2021
Q3 		$406K Buy
5,720
+86
+2% +$5.69K 0.21% 102
2021
Q2 		$353K Buy
5,634
+241
+4% +$15.8K 0.2% 103
2021
Q1 		$368K Sell
5,393
-24
-0.4% -$1.3K 0.26% 79
2020
Q4 		$265K Sell
5,417
-247
-4% -$10.7K 0.21% 85
2020
Q3 		$208K Buy
5,664
+341
+6% +$13.6K 0.18% 94
2020
Q2 		$201K Buy
5,323
+4,573
+610% +$174K 0.17% 105
2020
Q1 		$25.1K Buy
+750
New +$39.1K 0.03% 283

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
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
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

Global Financial Private Client's HIG Position: Q2 2025 in Review

Global Financial Private Client sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 933 shares — an estimated $116K sold.

Global Financial Private Client first reported a position in HIG in Q1 2020 and held it in 21 quarters. The position peaked at $432K in Q1 2022. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Global Financial Private Client reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 933 Hartford Financial Services shares in Q2 2025, an estimated $116K.
  • Global Financial Private Client first reported a position in Hartford Financial Services in Q1 2020 and held it in 21 quarters.
  • Global Financial Private Client's Hartford Financial Services position peaked at $432K in Q1 2022.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.