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Orion Portfolio Solutions’s Hartford Financial Services HIG Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.72M Buy
13,899
+2,433
+21% +$279K 0.02% 789
2024
Q4 		$1.25M Sell
11,466
-61
-0.5% -$7.07K 0.01% 925
2024
Q3 		$1.36M Sell
11,527
-62
-0.5% -$6.8K 0.01% 891
2024
Q2 		$1.17M Sell
11,589
-993
-8% -$99.7K 0.01% 919
2024
Q1 		$1.3M Sell
12,582
-1,053
-8% -$96.5K 0.01% 871
2023
Q4 		$1.12M Sell
13,635
-803
-6% -$60.5K 0.01% 896
2023
Q3 		$1.02M Buy
14,438
+219
+2% +$15.9K 0.01% 925
2023
Q2 		$1.02M Buy
14,219
+353
+3% +$24.8K 0.01% 947
2023
Q1 		$966K Buy
+13,866
New +$1.03M 0.01% 890
2020
Q3 		– Sell
-892
Closed -$34K – 1115
2020
Q2 		$34K Buy
892
+402
+82% +$15.3K ﹤0.01% 796
2020
Q1 		$17K Buy
490
+108
+28% +$5.63K ﹤0.01% 890
2019
Q4 		$23K Buy
+382
New +$22.9K ﹤0.01% 740

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Orion Portfolio Solutions's HIG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Hartford Financial Services (HIG) stake by 21% in Q1 2025, buying an estimated $279K and bringing the position to 13,899 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #789.

Orion Portfolio Solutions first reported a position in HIG in Q4 2019 and has held it in 12 quarters since. 1,063 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Orion Portfolio Solutions held 13,899 shares of Hartford Financial Services worth $1.72M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,433 Hartford Financial Services shares in Q1 2025, an estimated $279K.
  • Hartford Financial Services made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #789 holding.
  • Orion Portfolio Solutions first reported a position in Hartford Financial Services in Q4 2019 and has held it in 12 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.