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Legacy Investment Solutions’s Hartford Financial Services HIG Stock Holding History

Legacy Investment Solutions’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
Q2 		$1.14K Buy
+9
New +$1.12K ﹤0.01% 583
2024
Q4 		$1.02K Sell
9
-21
-70% -$2.44K ﹤0.01% 589
2024
Q3 		$3.53K Buy
+30
New +$3.29K ﹤0.01% 426

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Legacy Investment Solutions's HIG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Hartford Financial Services (HIG) in Q2 2025: 9 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HIG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HIG in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.53K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Legacy Investment Solutions held 9 shares of Hartford Financial Services worth $1.14K as of Q2 2025.
  • Hartford Financial Services was a new Legacy Investment Solutions position in Q2 2025.
  • Hartford Financial Services made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #583 holding.
  • Legacy Investment Solutions first reported a position in Hartford Financial Services in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Hartford Financial Services position peaked at $3.53K in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.