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Morningstar Investment Services’s Hartford Financial Services HIG Stock Holding History

Morningstar Investment Services’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
-2,309
Closed -$270K – 242
2024
Q3 		$270K Buy
2,309
+107
+5% +$11.7K ﹤0.01% 359
2024
Q2 		$226K Buy
+2,202
New +$221K ﹤0.01% 358

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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morningstar Investment Services's HIG Position: Q4 2024 in Review

Morningstar Investment Services sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 2,309 shares — an estimated $270K sold.

Morningstar Investment Services first reported a position in HIG in Q2 2024 and held it in 2 quarters. The position peaked at $270K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Morningstar Investment Services reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,309 Hartford Financial Services shares in Q4 2024, an estimated $270K.
  • Morningstar Investment Services first reported a position in Hartford Financial Services in Q2 2024 and held it in 2 quarters.
  • Morningstar Investment Services's Hartford Financial Services position peaked at $270K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.