PTC
HIG icon

Petrus Trust Company’s Hartford Financial Services HIG Stock Holding History

Petrus Trust Company’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
Q1 		– Sell
-3,824
Closed -$307K – 704
2023
Q4 		$307K Buy
+3,824
New +$288K 0.03% 429
2017
Q1 		– Sell
-4,347
Closed -$207K – 200
2016
Q4 		$207K Sell
4,347
-957
-18% -$43.9K 0.05% 163
2016
Q3 		$227K Buy
+5,304
New +$222K 0.05% 126

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Petrus Trust Company's HIG Position: Q1 2024 in Review

Petrus Trust Company sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 3,824 shares — an estimated $307K sold.

Petrus Trust Company first reported a position in HIG in Q3 2016 and held it in 3 quarters. The position peaked at $307K in Q4 2023. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Petrus Trust Company reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
  • Petrus Trust Company sold 3,824 Hartford Financial Services shares in Q1 2024, an estimated $307K.
  • Petrus Trust Company first reported a position in Hartford Financial Services in Q3 2016 and held it in 3 quarters.
  • Petrus Trust Company's Hartford Financial Services position peaked at $307K in Q4 2023.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Petrus Trust Company's 13F filing for Q1 2024, filed 15 May 2024.