Horan Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Horan Capital 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
2025 Q1	$430K	Hold	3,473	–	–	0.14%	83
2024 Q4	$380K	Hold	3,473	–	–	0.13%	86
2024 Q3	$408K	Hold	3,473	–	–	0.14%	86
2024 Q2	$349K	Hold	3,473	–	–	0.12%	89
2024 Q1	$358K	Sell	3,473 -261	-7%	-$23.9K	0.13%	88
2023 Q4	$300K	Hold	3,734	–	–	0.11%	93
2023 Q3	$265K	Hold	3,734	–	–	0.11%	94
2023 Q2	$269K	Hold	3,734	–	–	0.11%	91
2023 Q1	$260K	Hold	3,734	–	–	0.11%	89
2022 Q4	$283K	Hold	3,734	–	–	0.12%	83
2022 Q3	$231K	Hold	3,734	–	–	0.11%	80
2022 Q2	$244K	Hold	3,734	–	–	0.11%	80
2022 Q1	$268K	Hold	3,734	–	–	0.11%	81
2021 Q4	$258K	Hold	3,734	–	–	0.1%	83
2021 Q3	$262K	Hold	3,734	–	–	0.12%	83
2021 Q2	$231K	Hold	3,734	–	–	0.1%	84
2021 Q1	$249K	Buy	+3,734	New	+$202K	0.12%	80
2020 Q4	–	Sell	-750	Closed	-$28K	–	160
2020 Q3	$28K	Buy	+750	New	+$29.9K	0.02%	204
2020 Q1	–	Sell	-750	Closed	-$46K	–	148
2019 Q4	$46K	Hold	750	–	–	0.03%	149
2019 Q3	$45K	Buy	+750	New	+$43.9K	0.03%	150
2019 Q2	–	Sell	-750	Closed	-$37K	–	142
2019 Q1	$37K	Buy	+750	New	+$35.6K	0.02%	155
2017 Q4	–	Sell	-750	Closed	-$42K	–	154
2017 Q3	$42K	Buy	+750	New	+$40.8K	0.03%	169

Other funds holding HIG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Horan Capital Advisors's HIG Position: Q1 2025 in Review

Horan Capital Advisors held its Hartford Financial Services (HIG) position steady in Q1 2025 at 3,473 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #83.

Horan Capital Advisors first reported a position in HIG in Q3 2017 and has held it in 22 quarters since. 1,063 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

Horan Capital Advisors held 3,473 shares of Hartford Financial Services worth $430K as of Q1 2025.
Horan Capital Advisors left its Hartford Financial Services share count unchanged in Q1 2025.
Hartford Financial Services made up 0.14% of Horan Capital Advisors's portfolio in Q1 2025, its #83 holding.
Horan Capital Advisors first reported a position in Hartford Financial Services in Q3 2017 and has held it in 22 quarters since.
1,063 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.