Hoese & Co’s Hartford Financial Services HIG Stock Holding History

Hoese & Co’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	-133	Closed	-$14.6K	–	157
2024 Q4	$14.6K	Buy	+133	New	+$15.4K	0.01%	117

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

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

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

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Hoese & Co's HIG Position: Q1 2025 in Review

Hoese & Co sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 133 shares — an estimated $14.6K sold.

Hoese & Co first reported a position in HIG in Q4 2024 and held it in 1 quarter. The position peaked at $14.6K in Q4 2024. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

Hoese & Co reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
Hoese & Co sold 133 Hartford Financial Services shares in Q1 2025, an estimated $14.6K.
Hoese & Co first reported a position in Hartford Financial Services in Q4 2024 and held it in 1 quarter.
Hoese & Co's Hartford Financial Services position peaked at $14.6K in Q4 2024.
1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Hoese & Co's 13F filing for Q1 2025, filed 11 Apr 2025.