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Lane & Associates’s Hartford Financial Services HIG Stock Holding History

Lane & Associates’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
Q1 		$468K Sell
3,779
-6
-0.2% -$688 0.25% 70
2024
Q4 		$422K Sell
3,785
-457
-11% -$53K 0.22% 79
2024
Q3 		$499K Buy
4,242
+5
+0.1% +$548 0.27% 68
2024
Q2 		$426K Buy
4,237
+62
+1% +$6.22K 0.25% 70
2024
Q1 		$430K Sell
4,175
-319
-7% -$29.2K 0.27% 67
2023
Q4 		$361K Sell
4,494
-703
-14% -$52.9K 0.26% 69
2023
Q3 		$368K Buy
5,197
+29
+0.6% +$2.1K 0.3% 66
2023
Q2 		$372K Buy
5,168
+279
+6% +$19.6K 0.3% 63
2023
Q1 		$341K Buy
4,889
+130
+3% +$9.65K 0.3% 63
2022
Q4 		$361K Buy
+4,759
New +$343K 0.34% 65

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lane & Associates's HIG Position: Q1 2025 in Review

Lane & Associates reduced its Hartford Financial Services (HIG) stake by 0.16% in Q1 2025, selling an estimated $688 and leaving 3,779 shares worth $468K. The position accounts for 0.25% of the portfolio, ranked #70.

Lane & Associates first reported a position in HIG in Q4 2022 and has held it in 10 quarters since. The position peaked at $499K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Lane & Associates held 3,779 shares of Hartford Financial Services worth $468K as of Q1 2025.
  • Lane & Associates sold 6 Hartford Financial Services shares in Q1 2025, an estimated $688.
  • Hartford Financial Services made up 0.25% of Lane & Associates's portfolio in Q1 2025, its #70 holding.
  • Lane & Associates first reported a position in Hartford Financial Services in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Hartford Financial Services position peaked at $499K in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.