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Lindbrook Capital’s Hartford Financial Services HIG Stock Holding History

Lindbrook Capital’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 		$488K Buy
3,943
+567
+17% +$65K 0.05% 227
2024
Q4 		$369K Buy
3,376
+57
+2% +$6.61K 0.03% 272
2024
Q3 		$390K Buy
3,319
+6
+0.2% +$658 0.03% 263
2024
Q2 		$333K Buy
3,313
+61
+2% +$6.12K 0.03% 268
2024
Q1 		$335K Buy
3,252
+20
+0.6% +$1.83K 0.03% 265
2023
Q4 		$260K Buy
3,232
+158
+5% +$11.9K 0.03% 299
2023
Q3 		$218K Buy
3,074
+322
+12% +$23.4K 0.02% 300
2023
Q2 		$198K Buy
2,752
+12
+0.4% +$843 0.02% 327
2023
Q1 		$191K Buy
2,740
+613
+29% +$45.5K 0.02% 322
2022
Q4 		$161K Hold
2,127
– – 0.02% 379
2022
Q3 		$132K Sell
2,127
-73
-3% -$4.75K 0.02% 371
2022
Q2 		$144K Buy
2,200
+168
+8% +$11.8K 0.02% 363
2022
Q1 		$146K Sell
2,032
-29
-1% -$2.04K 0.02% 363
2021
Q4 		$142K Buy
2,061
+920
+81% +$64.9K 0.02% 399
2021
Q3 		$80K Buy
1,141
+25
+2% +$1.65K 0.02% 318
2021
Q2 		$69K Hold
1,116
– – 0.02% 380
2021
Q1 		$75K Buy
1,116
+10
+0.9% +$540 0.02% 334
2020
Q4 		$54K Buy
1,106
+14
+1% +$604 0.01% 383
2020
Q3 		$40K Hold
1,092
– – 0.01% 413
2020
Q2 		$42K Sell
1,092
-200
-15% -$7.62K 0.01% 402
2020
Q1 		$46K Buy
1,292
+114
+10% +$5.94K 0.02% 340
2019
Q4 		$72K Buy
1,178
+30
+3% +$1.8K 0.03% 330
2019
Q3 		$70K Sell
1,148
-94
-8% -$5.5K 0.03% 314
2019
Q2 		$69K Hold
1,242
– – 0.03% 321
2019
Q1 		$61K Sell
1,242
-155
-11% -$7.36K 0.02% 346
2018
Q4 		$62K Buy
+1,397
New +$62.8K 0.03% 283

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lindbrook Capital's HIG Position: Q1 2025 in Review

Lindbrook Capital increased its Hartford Financial Services (HIG) stake by 17% in Q1 2025, buying an estimated $65K and bringing the position to 3,943 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #227.

Lindbrook Capital first reported a position in HIG in Q4 2018 and has held it in 26 quarters since. 1,063 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Lindbrook Capital held 3,943 shares of Hartford Financial Services worth $488K as of Q1 2025.
  • Lindbrook Capital bought 567 Hartford Financial Services shares in Q1 2025, an estimated $65K.
  • Hartford Financial Services made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #227 holding.
  • Lindbrook Capital first reported a position in Hartford Financial Services in Q4 2018 and has held it in 26 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.