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Sierra Ocean’s Hartford Financial Services HIG Stock Holding History

Sierra 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
2025
Q3 		– Sell
-166
Closed -$21.1K – 436
2025
Q2 		$21.1K Buy
166
+22
+15% +$2.73K 0.02% 317
2025
Q1 		$17.8K Hold
144
– – 0.01% 319
2024
Q4 		$15.8K Buy
+144
New +$16.7K 0.01% 332

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sierra Ocean's HIG Position: Q3 2025 in Review

Sierra Ocean sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 166 shares — an estimated $21.1K sold.

Sierra Ocean first reported a position in HIG in Q4 2024 and held it in 3 quarters. The position peaked at $21.1K in Q2 2025. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

  • Sierra Ocean reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 166 Hartford Financial Services shares in Q3 2025, an estimated $21.1K.
  • Sierra Ocean first reported a position in Hartford Financial Services in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Hartford Financial Services position peaked at $21.1K in Q2 2025.
  • 1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.