SIG
HIG icon

Stonegate Investment Group’s Hartford Financial Services HIG Stock Holding History

Stonegate Investment 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
2025
Q3 		$658K Hold
4,930
– – 0.02% 218
2025
Q2 		$625K Hold
4,930
– – 0.02% 217
2025
Q1 		$610K Buy
4,930
+958
+24% +$110K 0.02% 196
2024
Q4 		$435K Buy
3,972
+142
+4% +$16.5K 0.01% 229
2024
Q3 		$450K Hold
3,830
– – 0.01% 242
2024
Q2 		$385K Hold
3,830
– – 0.01% 254
2024
Q1 		$395K Hold
3,830
– – 0.01% 244
2023
Q4 		$308K Hold
3,830
– – 0.01% 246
2023
Q3 		$272K Hold
3,830
– – 0.01% 256
2023
Q2 		$276K Sell
3,830
-137
-3% -$9.62K 0.01% 263
2023
Q1 		$276K Buy
3,967
+137
+4% +$10.2K 0.01% 260
2022
Q4 		$290K Hold
3,830
– – 0.01% 251
2022
Q3 		$237K Buy
+3,830
New +$249K 0.01% 246

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

Stonegate Investment Group's HIG Position: Q3 2025 in Review

Stonegate Investment Group held its Hartford Financial Services (HIG) position steady in Q3 2025 at 4,930 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #218.

Stonegate Investment Group first reported a position in HIG in Q3 2022 and has held it in 13 quarters since. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

  • Stonegate Investment Group held 4,930 shares of Hartford Financial Services worth $658K as of Q3 2025.
  • Stonegate Investment Group left its Hartford Financial Services share count unchanged in Q3 2025.
  • Hartford Financial Services made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #218 holding.
  • Stonegate Investment Group first reported a position in Hartford Financial Services in Q3 2022 and has held it in 13 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.