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Summit Global Investments’s Hartford Financial Services HIG Stock Holding History

Summit Global Investments’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
-2,283
Closed -$250K – 498
2024
Q4 		$250K Sell
2,283
-20
-0.9% -$2.32K 0.02% 469
2024
Q3 		$271K Sell
2,303
-598
-21% -$65.6K 0.02% 437
2024
Q2 		$292K Sell
2,901
-6,729
-70% -$675K 0.02% 424
2024
Q1 		$992K Sell
9,630
-10,629
-52% -$974K 0.07% 214
2023
Q4 		$1.63M Buy
20,259
+798
+4% +$60.1K 0.11% 140
2023
Q3 		$1.38M Buy
+19,461
New +$1.41M 0.09% 164
2018
Q2 		– Sell
-11,155
Closed -$575K – 282
2018
Q1 		$575K Sell
11,155
-8,983
-45% -$491K 0.09% 167
2017
Q4 		$1.13M Sell
20,138
-181
-0.9% -$10.1K 0.18% 87
2017
Q3 		$1.13M Buy
20,319
+10,487
+107% +$570K 0.18% 83
2017
Q2 		$517K Buy
+9,832
New +$487K 0.15% 136

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

Summit Global Investments's HIG Position: Q1 2025 in Review

Summit Global Investments sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 2,283 shares — an estimated $250K sold.

Summit Global Investments first reported a position in HIG in Q2 2017 and held it in 10 quarters. The position peaked at $1.63M in Q4 2023. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Summit Global Investments reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 2,283 Hartford Financial Services shares in Q1 2025, an estimated $250K.
  • Summit Global Investments first reported a position in Hartford Financial Services in Q2 2017 and held it in 10 quarters.
  • Summit Global Investments's Hartford Financial Services position peaked at $1.63M in Q4 2023.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.