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Simon Quick Advisors’s Hartford Financial Services HIG Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-1,962
Closed -$243K – 479
2025
Q1 		$243K Buy
+1,962
New +$225K 0.01% 498
2020
Q1 		– Sell
-137
Closed -$8K – 580
2019
Q4 		$8K Buy
+137
New +$8.22K ﹤0.01% 423

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

Simon Quick Advisors's HIG Position: Q2 2025 in Review

Simon Quick Advisors sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 1,962 shares — an estimated $243K sold.

Simon Quick Advisors first reported a position in HIG in Q4 2019 and held it in 2 quarters. The position peaked at $243K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Simon Quick Advisors reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 1,962 Hartford Financial Services shares in Q2 2025, an estimated $243K.
  • Simon Quick Advisors first reported a position in Hartford Financial Services in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's Hartford Financial Services position peaked at $243K in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.