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Steward Partners Investment Solutions’s Hartford Financial Services HIG Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$349K Hold
3,388
– – 0.06% 195
2023
Q4 		$272K Buy
+3,388
New +$255K 0.11% 119

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Steward Partners Investment Solutions's HIG Position: Q1 2024 in Review

Steward Partners Investment Solutions held its Hartford Financial Services (HIG) position steady in Q1 2024 at 3,388 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #195.

Steward Partners Investment Solutions first reported a position in HIG in Q4 2023 and has held it in 2 quarters since. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Steward Partners Investment Solutions held 3,388 shares of Hartford Financial Services worth $349K as of Q1 2024.
  • Steward Partners Investment Solutions left its Hartford Financial Services share count unchanged in Q1 2024.
  • Hartford Financial Services made up 0.06% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #195 holding.
  • Steward Partners Investment Solutions first reported a position in Hartford Financial Services in Q4 2023 and has held it in 2 quarters since.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.