HGERS
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Householder Group Estate & Retirement Specialist’s Hartford Financial Services HIG Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-60
Closed -$7K – 808
2024
Q3 		$7K Hold
60
– – ﹤0.01% 880
2024
Q2 		$6K Buy
+60
New +$6.02K ﹤0.01% 909

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

Householder Group Estate & Retirement Specialist's HIG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 60 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in HIG in Q2 2024 and held it in 2 quarters. The position peaked at $7K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 60 Hartford Financial Services shares in Q4 2024, an estimated $7K.
  • Householder Group Estate & Retirement Specialist first reported a position in Hartford Financial Services in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Hartford Financial Services position peaked at $7K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.