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Personal CFO Solutions’s Hartford Financial Services HIG Stock Holding History

Personal CFO 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 		– Sell
-2,197
Closed -$240K – 469
2024
Q4 		$240K Sell
2,197
-1,140
-34% -$132K 0.05% 390
2024
Q3 		$392K Sell
3,337
-25
-0.7% -$2.74K 0.05% 325
2024
Q2 		$338K Sell
3,362
-133
-4% -$13.3K 0.05% 347
2024
Q1 		$360K Sell
3,495
-461
-12% -$42.3K 0.06% 349
2023
Q4 		$318K Sell
3,956
-136
-3% -$10.2K 0.06% 363
2023
Q3 		$290K Buy
4,092
+114
+3% +$8.27K 0.06% 331
2023
Q2 		$286K Buy
3,978
+202
+5% +$14.2K 0.06% 344
2023
Q1 		$263K Buy
3,776
+89
+2% +$6.61K 0.05% 353
2022
Q4 		$280K Buy
3,687
+457
+14% +$32.9K 0.06% 321
2022
Q3 		$200K Sell
3,230
-2,599
-45% -$169K 0.05% 379
2022
Q2 		$381K Sell
5,829
-163
-3% -$11.4K 0.09% 208
2022
Q1 		$430K Buy
5,992
+922
+18% +$65K 0.08% 229
2021
Q4 		$350K Buy
5,070
+1,962
+63% +$138K 0.07% 278
2021
Q3 		$218K Buy
+3,108
New +$205K 0.04% 399

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

Personal CFO Solutions's HIG Position: Q1 2025 in Review

Personal CFO Solutions sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 2,197 shares — an estimated $240K sold.

Personal CFO Solutions first reported a position in HIG in Q3 2021 and held it in 14 quarters. The position peaked at $430K in Q1 2022. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Personal CFO Solutions reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 2,197 Hartford Financial Services shares in Q1 2025, an estimated $240K.
  • Personal CFO Solutions first reported a position in Hartford Financial Services in Q3 2021 and held it in 14 quarters.
  • Personal CFO Solutions's Hartford Financial Services position peaked at $430K in Q1 2022.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.