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Meritage Portfolio Management’s Hartford Financial Services HIG Stock Holding History

Meritage Portfolio Management’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
Q2 		– Sell
-83,695
Closed -$5.59M – 307
2021
Q1 		$5.59M Buy
83,695
+14,736
+21% +$796K 0.37% 77
2020
Q4 		$3.38M Buy
68,959
+4,207
+6% +$181K 0.25% 109
2020
Q3 		$2.39M Buy
64,752
+993
+2% +$39.6K 0.21% 127
2020
Q2 		$2.46M Buy
+63,759
New +$2.43M 0.24% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meritage Portfolio Management's HIG Position: Q2 2021 in Review

Meritage Portfolio Management sold out of Hartford Financial Services (HIG) in Q2 2021, closing a stake of 83,695 shares — an estimated $5.59M sold.

Meritage Portfolio Management first reported a position in HIG in Q2 2020 and held it in 4 quarters. The position peaked at $5.59M in Q1 2021. 669 funds tracked by Wall St. Rank hold HIG as of Q2 2021.

  • Meritage Portfolio Management reported no remaining Hartford Financial Services position as of Q2 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 83,695 Hartford Financial Services shares in Q2 2021, an estimated $5.59M.
  • Meritage Portfolio Management first reported a position in Hartford Financial Services in Q2 2020 and held it in 4 quarters.
  • Meritage Portfolio Management's Hartford Financial Services position peaked at $5.59M in Q1 2021.
  • 669 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2021.

Based on Meritage Portfolio Management's 13F filing for Q2 2021, filed 26 Jul 2021.