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Kiely Wealth Advisory Group’s Hartford Financial Services HIG Stock Holding History

Kiely Wealth Advisory 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 		$112 Hold
1
– – ﹤0.01% 311
2024
Q3 		$118 Hold
1
– – ﹤0.01% 312
2024
Q2 		$108 Hold
1
– – ﹤0.01% 300
2024
Q1 		$96 Hold
1
– – ﹤0.01% 280
2023
Q4 		$87 Buy
+1
New +$75 ﹤0.01% 264

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

Kiely Wealth Advisory Group's HIG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Hartford Financial Services (HIG) position steady in Q4 2024 at 1 share worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Kiely Wealth Advisory Group first reported a position in HIG in Q4 2023 and has held it in 5 quarters since. The position peaked at $118 in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Kiely Wealth Advisory Group held 1 share of Hartford Financial Services worth $112 as of Q4 2024.
  • Kiely Wealth Advisory Group left its Hartford Financial Services share count unchanged in Q4 2024.
  • Hartford Financial Services made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #311 holding.
  • Kiely Wealth Advisory Group first reported a position in Hartford Financial Services in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Hartford Financial Services position peaked at $118 in Q3 2024.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.