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Milestone Asset Management Group’s Hartford Financial Services HIG Stock Holding History

Milestone Asset Management Group’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 		– Sell
-3,151
Closed -$390K – 103
2025
Q1 		$390K Buy
+3,151
New +$361K 0.35% 65

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

Milestone Asset Management Group's HIG Position: Q2 2025 in Review

Milestone Asset Management Group sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 3,151 shares — an estimated $390K sold.

Milestone Asset Management Group first reported a position in HIG in Q1 2025 and held it in 1 quarter. The position peaked at $390K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Milestone Asset Management Group reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management Group sold 3,151 Hartford Financial Services shares in Q2 2025, an estimated $390K.
  • Milestone Asset Management Group first reported a position in Hartford Financial Services in Q1 2025 and held it in 1 quarter.
  • Milestone Asset Management Group's Hartford Financial Services position peaked at $390K in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Milestone Asset Management Group's 13F filing for Q2 2025, filed 1 Aug 2025.