Paloma Partners’s Hartford Financial Services HIG Stock Holding History

Paloma Partners’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 Q3	–	Sell	-5,200	Closed	-$523K	–	1391
2024 Q2	$523K	Buy	+5,200	New	+$522K	0.01%	732
2018 Q2	–	Sell	-21,600	Closed	-$1.11M	–	1873
2018 Q1	$1.11M	Sell	21,600 -2,600	-11%	-$142K	0.02%	937
2017 Q4	$1.36M	Buy	+24,200	New	+$1.35M	0.02%	875
2017 Q1	–	Sell	-61,100	Closed	-$2.91M	–	2077
2016 Q4	$2.91M	Buy	61,100 +1,100	+2%	+$50.4K	0.03%	475
2016 Q3	$2.57M	Sell	60,000 -4,000	-6%	-$167K	0.03%	430
2016 Q2	$2.84M	Buy	64,000 +24,000	+60%	+$1.07M	0.03%	502
2016 Q1	$1.84M	Buy	40,000 +23,600	+144%	+$992K	0.03%	538
2015 Q4	$713K	Sell	16,400 -13,600	-45%	-$624K	0.02%	835
2015 Q3	$1.37M	Hold	30,000	–	–	0.03%	487
2015 Q2	$1.25M	Buy	+30,000	New	+$1.25M	0.02%	647

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Paloma Partners's HIG Position: Q3 2024 in Review

Paloma Partners sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 5,464 shares — an estimated $549K sold.

Paloma Partners first reported a position in HIG in Q2 2013 and held it in 30 quarters. The position peaked at $9.58M in Q4 2013. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

Paloma Partners reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
Paloma Partners sold 5,464 Hartford Financial Services shares in Q3 2024, an estimated $549K.
Paloma Partners first reported a position in Hartford Financial Services in Q2 2013 and held it in 30 quarters.
Paloma Partners's Hartford Financial Services position peaked at $9.58M in Q4 2013.
1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.