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

Summit 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
2024
Q1 		$303K Hold
2,945
– – 0.11% 157
2023
Q4 		$237K Hold
2,945
– – 0.09% 174
2023
Q3 		$209K Hold
2,945
– – 0.09% 176
2023
Q2 		$212K Hold
2,945
– – 0.08% 182
2023
Q1 		$205K Hold
2,945
– – 0.08% 187
2022
Q4 		$223K Buy
+2,945
New +$212K 0.09% 185
2022
Q2 		– Sell
-2,945
Closed -$211K – 199
2022
Q1 		$211K Hold
2,945
– – 0.07% 203
2021
Q4 		$203K Hold
2,945
– – 0.07% 209
2021
Q3 		$207K Buy
+2,945
New +$195K 0.07% 200

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

Summit Financial Group's HIG Position: Q1 2024 in Review

Summit Financial Group held its Hartford Financial Services (HIG) position steady in Q1 2024 at 2,945 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #157.

Summit Financial Group first reported a position in HIG in Q3 2021 and has held it in 9 quarters since. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Summit Financial Group held 2,945 shares of Hartford Financial Services worth $303K as of Q1 2024.
  • Summit Financial Group left its Hartford Financial Services share count unchanged in Q1 2024.
  • Hartford Financial Services made up 0.11% of Summit Financial Group's portfolio in Q1 2024, its #157 holding.
  • Summit Financial Group first reported a position in Hartford Financial Services in Q3 2021 and has held it in 9 quarters since.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.