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SMART Wealth’s Hartford Financial Services HIG Stock Holding History

SMART Wealth’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
Q1 		– Sell
-2,191
Closed -$240K – 162
2024
Q4 		$240K Hold
2,191
– – 0.09% 132
2024
Q3 		$258K Buy
+2,191
New +$240K 0.1% 117

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

SMART Wealth's HIG Position: Q1 2025 in Review

SMART Wealth sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 2,191 shares — an estimated $240K sold.

SMART Wealth first reported a position in HIG in Q3 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • SMART Wealth reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • SMART Wealth sold 2,191 Hartford Financial Services shares in Q1 2025, an estimated $240K.
  • SMART Wealth first reported a position in Hartford Financial Services in Q3 2024 and held it in 2 quarters.
  • SMART Wealth's Hartford Financial Services position peaked at $258K in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on SMART Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.