Marcum Wealth’s Hartford Financial Services HIG Stock Holding History

Marcum Wealth’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	–	Sell	-1,780	Closed	-$209K	–	420
2024 Q3	$209K	Buy	+1,780	New	+$195K	0.02%	359

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Marcum Wealth's HIG Position: Q4 2024 in Review

Marcum Wealth sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 1,780 shares — an estimated $209K sold.

Marcum Wealth first reported a position in HIG in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

Marcum Wealth reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
Marcum Wealth sold 1,780 Hartford Financial Services shares in Q4 2024, an estimated $209K.
Marcum Wealth first reported a position in Hartford Financial Services in Q3 2024 and held it in 1 quarter.
Marcum Wealth's Hartford Financial Services position peaked at $209K in Q3 2024.
1,041 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.