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Steward Financial Group’s Hartford Financial Services HIG Stock Holding History

Steward Financial Group’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
2023
Q3 		$12K Buy
173
+3
+2% +$218 ﹤0.01% 330
2023
Q2 		$12K Buy
+170
New +$11.9K ﹤0.01% 331
2022
Q3 		– Sell
-71
Closed -$4K – 619
2022
Q2 		$4K Buy
+71
New +$4.98K ﹤0.01% 386

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Steward Financial Group's HIG Position: Q3 2023 in Review

Steward Financial Group increased its Hartford Financial Services (HIG) stake by 1.8% in Q3 2023, buying an estimated $218 and bringing the position to 173 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Steward Financial Group first reported a position in HIG in Q2 2022 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

  • Steward Financial Group held 173 shares of Hartford Financial Services worth $12K as of Q3 2023.
  • Steward Financial Group bought 3 Hartford Financial Services shares in Q3 2023, an estimated $218.
  • Hartford Financial Services made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #330 holding.
  • Steward Financial Group first reported a position in Hartford Financial Services in Q2 2022 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.