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Source Financial Advisors’s Hartford Financial Services HIG Stock Holding History

Source Financial 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
Q3 		$223K Buy
+1,900
New +$208K 0.07% 110
2023
Q1 		– Sell
-2,856
Closed -$217K – 123
2022
Q4 		$217K Buy
+2,856
New +$206K 0.08% 112
2022
Q2 		– Sell
-3,041
Closed -$219K – 115
2022
Q1 		$219K Buy
+3,041
New +$214K 0.06% 109

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

Source Financial Advisors's HIG Position: Q3 2024 in Review

Source Financial Advisors opened a new position in Hartford Financial Services (HIG) in Q3 2024: 1,900 shares worth $223K. The stake represents 0.07% of the portfolio and ranks #110 among its holdings. This is a return to the name: Source Financial Advisors previously reported a position in HIG as recently as Q4 2022.

Source Financial Advisors first reported a position in HIG in Q1 2022 and has held it in 3 quarters since. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Source Financial Advisors held 1,900 shares of Hartford Financial Services worth $223K as of Q3 2024.
  • Hartford Financial Services was a new Source Financial Advisors position in Q3 2024.
  • Hartford Financial Services made up 0.07% of Source Financial Advisors's portfolio in Q3 2024, its #110 holding.
  • Source Financial Advisors first reported a position in Hartford Financial Services in Q1 2022 and has held it in 3 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.