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Marshall Wace North America’s Hartford Financial Services HIG Stock Holding History

Marshall Wace North America’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
2021
Q3 		$6.1M Buy
86,796
+61,910
+249% +$4.09M 0.03% 461
2021
Q2 		$1.54M Sell
24,886
-186,283
-88% -$12.2M 0.01% 889
2021
Q1 		$14.1M Buy
211,169
+176,629
+511% +$9.54M 0.06% 333
2020
Q4 		$1.69M Buy
+34,540
New +$1.49M 0.01% 803
2020
Q2 		– Sell
-247,924
Closed -$8.74M – 1285
2020
Q1 		$8.74M Buy
+247,924
New +$12.9M 0.07% 238
2018
Q4 		– Sell
-37,580
Closed -$1.88M – 1547
2018
Q3 		$1.88M Sell
37,580
-49,260
-57% -$2.53M 0.01% 501
2018
Q2 		$4.44M Sell
86,840
-47,554
-35% -$2.49M 0.03% 545
2018
Q1 		$6.92M Buy
134,394
+57,453
+75% +$3.14M 0.03% 485
2017
Q4 		$4.33M Buy
76,941
+62,461
+431% +$3.48M 0.02% 618
2017
Q3 		$797K Sell
14,480
-9,998
-41% -$544K 0.01% 993
2017
Q2 		$1.3M Buy
+24,478
New +$1.21M 0.01% 853
2013
Q4 		– Sell
-198,765
Closed -$6.19M – 756
2013
Q3 		$6.19M Buy
198,765
+172,824
+666% +$5.4M 0.19% 143
2013
Q2 		$802K Buy
+25,941
New +$748K 0.06% 250

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace North America's HIG Position: Q3 2021 in Review

Marshall Wace North America increased its Hartford Financial Services (HIG) stake by 249% in Q3 2021, buying an estimated $4.09M and bringing the position to 86,796 shares worth $6.1M. The position accounts for 0.03% of the portfolio, ranked #461.

Marshall Wace North America first reported a position in HIG in Q2 2013 and has held it in 13 quarters since. The position peaked at $14.1M in Q1 2021. 682 funds tracked by Wall St. Rank hold HIG as of Q3 2021.

  • Marshall Wace North America held 86,796 shares of Hartford Financial Services worth $6.1M as of Q3 2021.
  • Marshall Wace North America bought 61,910 Hartford Financial Services shares in Q3 2021, an estimated $4.09M.
  • Hartford Financial Services made up 0.03% of Marshall Wace North America's portfolio in Q3 2021, its #461 holding.
  • Marshall Wace North America first reported a position in Hartford Financial Services in Q2 2013 and has held it in 13 quarters since.
  • Marshall Wace North America's Hartford Financial Services position peaked at $14.1M in Q1 2021.
  • 682 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.