KIG
HIG icon

Kowal Investment Group’s Hartford Financial Services HIG Stock Holding History

Kowal Investment 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
Q3 		$397K Buy
3,374
+529
+19% +$58K 0.07% 135
2024
Q2 		$286K Buy
2,845
+421
+17% +$42.3K 0.06% 145
2024
Q1 		$250K Buy
+2,424
New +$222K 0.05% 153
2021
Q4 		– Sell
-55
Closed -$4K – 464
2021
Q3 		$4K Buy
+55
New +$3.64K ﹤0.01% 695

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kowal Investment Group's HIG Position: Q3 2024 in Review

Kowal Investment Group increased its Hartford Financial Services (HIG) stake by 19% in Q3 2024, buying an estimated $58K and bringing the position to 3,374 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #135.

Kowal Investment Group first reported a position in HIG in Q3 2021 and has held it in 4 quarters since. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Kowal Investment Group held 3,374 shares of Hartford Financial Services worth $397K as of Q3 2024.
  • Kowal Investment Group bought 529 Hartford Financial Services shares in Q3 2024, an estimated $58K.
  • Hartford Financial Services made up 0.07% of Kowal Investment Group's portfolio in Q3 2024, its #135 holding.
  • Kowal Investment Group first reported a position in Hartford Financial Services in Q3 2021 and has held it in 4 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.