JFG
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JDM Financial Group’s Hartford Financial Services HIG Stock Holding History

JDM Financial Group’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
-11
Closed -$1.27K – 373
2024
Q3 		$1.29K Buy
+11
New +$1.21K ﹤0.01% 283
2023
Q2 		– Sell
-92
Closed -$6.41K – 215
2023
Q1 		$6.41K Hold
92
– – 0.01% 171
2022
Q4 		$6.98K Buy
+92
New +$6.62K 0.01% 158

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

JDM Financial Group's HIG Position: Q4 2024 in Review

JDM Financial Group sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 11 shares — an estimated $1.27K sold.

JDM Financial Group first reported a position in HIG in Q4 2022 and held it in 3 quarters. The position peaked at $6.98K in Q4 2022. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • JDM Financial Group reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • JDM Financial Group sold 11 Hartford Financial Services shares in Q4 2024, an estimated $1.27K.
  • JDM Financial Group first reported a position in Hartford Financial Services in Q4 2022 and held it in 3 quarters.
  • JDM Financial Group's Hartford Financial Services position peaked at $6.98K in Q4 2022.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.