PO
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Private Ocean’s Hartford Financial Services HIG Stock Holding History

Private Ocean’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
Q2 		$402 Buy
+4
New +$401 ﹤0.01% 582
2018
Q1 		– Sell
-150
Closed -$8K – 451
2017
Q4 		$8K Buy
+150
New +$8.37K ﹤0.01% 250
2014
Q1 		– Sell
-148
Closed -$5K – 208
2013
Q4 		$5K Buy
+148
New +$5.1K ﹤0.01% 167

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

Private Ocean's HIG Position: Q2 2024 in Review

Private Ocean opened a new position in Hartford Financial Services (HIG) in Q2 2024: 4 shares worth $402. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Private Ocean previously reported a position in HIG as recently as Q4 2017.

Private Ocean first reported a position in HIG in Q4 2013 and has held it in 3 quarters since. The position peaked at $8K in Q4 2017. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • Private Ocean held 4 shares of Hartford Financial Services worth $402 as of Q2 2024.
  • Hartford Financial Services was a new Private Ocean position in Q2 2024.
  • Hartford Financial Services made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #582 holding.
  • Private Ocean first reported a position in Hartford Financial Services in Q4 2013 and has held it in 3 quarters since.
  • Private Ocean's Hartford Financial Services position peaked at $8K in Q4 2017.
  • 926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.