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Horan Securities’s Hartford Financial Services HIG Stock Holding History

Horan Securities’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 		$390K Sell
3,071
-129
-4% -$16K 0.14% 95
2025
Q1 		$396K Hold
3,200
– – 0.15% 85
2024
Q4 		$350K Hold
3,200
– – 0.13% 84
2024
Q3 		$376K Hold
3,200
– – 0.15% 82
2024
Q2 		$322K Hold
3,200
– – 0.14% 77
2024
Q1 		$330K Sell
3,200
-261
-8% -$23.9K 0.16% 72
2023
Q4 		$278K Buy
3,461
+414
+14% +$31.2K 0.14% 80
2023
Q3 		$216K Hold
3,047
– – 0.12% 96
2023
Q2 		$219K Hold
3,047
– – 0.09% 112
2023
Q1 		$212K Hold
3,047
– – 0.11% 98
2022
Q4 		$231K Buy
3,047
+63
+2% +$4.54K 0.13% 82
2022
Q3 		$185K Hold
2,984
– – 0.11% 93
2022
Q2 		$188K Hold
2,984
– – 0.11% 96
2022
Q1 		$214K Hold
2,984
– – 0.13% 76
2021
Q4 		$206K Buy
+2,984
New +$211K 0.12% 80
2021
Q2 		$185K Hold
2,984
– – 0.13% 71
2021
Q1 		$199K Hold
2,984
– – 0.17% 47
2020
Q4 		$146K Buy
+2,984
New +$129K 0.12% 62
2020
Q3 		– Sell
-100
Closed -$4K – 360
2020
Q2 		$4K Buy
+100
New +$3.81K ﹤0.01% 256

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Horan Securities's HIG Position: Q2 2025 in Review

Horan Securities reduced its Hartford Financial Services (HIG) stake by 4% in Q2 2025, selling an estimated $16K and leaving 3,071 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #95.

Horan Securities first reported a position in HIG in Q2 2020 and has held it in 19 quarters since. The position peaked at $396K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Horan Securities held 3,071 shares of Hartford Financial Services worth $390K as of Q2 2025.
  • Horan Securities sold 129 Hartford Financial Services shares in Q2 2025, an estimated $16K.
  • Hartford Financial Services made up 0.14% of Horan Securities's portfolio in Q2 2025, its #95 holding.
  • Horan Securities first reported a position in Hartford Financial Services in Q2 2020 and has held it in 19 quarters since.
  • Horan Securities's Hartford Financial Services position peaked at $396K in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.