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Strategy Asset Managers’s Hartford Financial Services HIG Stock Holding History

Strategy Asset Managers’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
-6,006
Closed -$657K – 248
2024
Q4 		$657K Sell
6,006
-17
-0.3% -$1.97K 0.13% 121
2024
Q3 		$708K Buy
+6,023
New +$660K 0.14% 119
2016
Q1 		– Sell
-50,285
Closed -$2.19M – 151
2015
Q4 		$2.19M Buy
50,285
+418
+0.8% +$19.2K 0.5% 68
2015
Q3 		$2.28M Buy
+49,867
New +$2.3M 0.55% 60

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

Strategy Asset Managers's HIG Position: Q1 2025 in Review

Strategy Asset Managers sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 6,006 shares — an estimated $657K sold.

Strategy Asset Managers first reported a position in HIG in Q3 2015 and held it in 4 quarters. The position peaked at $2.28M in Q3 2015. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Strategy Asset Managers reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Strategy Asset Managers sold 6,006 Hartford Financial Services shares in Q1 2025, an estimated $657K.
  • Strategy Asset Managers first reported a position in Hartford Financial Services in Q3 2015 and held it in 4 quarters.
  • Strategy Asset Managers's Hartford Financial Services position peaked at $2.28M in Q3 2015.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Strategy Asset Managers's 13F filing for Q1 2025, filed 9 May 2025.