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Prudent Man Advisors’s Hartford Financial Services HIG Stock Holding History

Prudent Man Advisors’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
Q4 		– Sell
-7,837
Closed -$922K – 177
2024
Q3 		$922K Sell
7,837
-1,488
-16% -$163K 0.31% 77
2024
Q2 		$938K Buy
9,325
+387
+4% +$38.8K 0.33% 71
2024
Q1 		$921K Sell
8,938
-20
-0.2% -$1.83K 0.35% 71
2023
Q4 		$720K Sell
8,958
-506
-5% -$38.1K 0.27% 84
2023
Q3 		$671K Hold
9,464
– – 0.27% 87
2023
Q2 		$682K Sell
9,464
-103
-1% -$7.23K 0.26% 83
2023
Q1 		$667K Sell
9,567
-206
-2% -$15.3K 0.26% 88
2022
Q4 		$741K Buy
9,773
+51
+0.5% +$3.67K 0.3% 73
2022
Q3 		$602K Buy
9,722
+516
+6% +$33.6K 0.29% 79
2022
Q2 		$602K Sell
9,206
-4
-0% -$280 0.28% 75
2022
Q1 		$661K Sell
9,210
-169
-2% -$11.9K 0.27% 78
2021
Q4 		$648K Sell
9,379
-1,669
-15% -$118K 0.25% 83
2021
Q3 		$776K Sell
11,048
-14
-0.1% -$926 0.29% 70
2021
Q2 		$686K Sell
11,062
-61
-0.5% -$4K 0.26% 81
2021
Q1 		$743K Buy
11,123
+422
+4% +$22.8K 0.31% 68
2020
Q4 		$524K Sell
10,701
-150
-1% -$6.47K 0.22% 83
2020
Q3 		$400K Buy
+10,851
New +$433K 0.21% 92

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Prudent Man Advisors's HIG Position: Q4 2024 in Review

Prudent Man Advisors sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 7,837 shares — an estimated $922K sold.

Prudent Man Advisors first reported a position in HIG in Q3 2020 and held it in 17 quarters. The position peaked at $938K in Q2 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Prudent Man Advisors reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • Prudent Man Advisors sold 7,837 Hartford Financial Services shares in Q4 2024, an estimated $922K.
  • Prudent Man Advisors first reported a position in Hartford Financial Services in Q3 2020 and held it in 17 quarters.
  • Prudent Man Advisors's Hartford Financial Services position peaked at $938K in Q2 2024.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Prudent Man Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.