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Synergy Asset Management’s Hartford Financial Services HIG Stock Holding History

Synergy Asset Management’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
-35
Closed -$4.12K – 389
2024
Q4 		$4.12K Buy
+35
New +$4.06K ﹤0.01% 595
2023
Q2 		– Sell
-16,487
Closed -$1.15M – 106
2023
Q1 		$1.15M Sell
16,487
-2,742
-14% -$204K 0.28% 62
2022
Q4 		$1.46M Buy
19,229
+1,014
+6% +$73K 0.37% 55
2022
Q3 		$1.13M Buy
+18,215
New +$1.19M 0.3% 50

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

Synergy Asset Management's HIG Position: Q1 2025 in Review

Synergy Asset Management sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 35 shares — an estimated $4.12K sold.

Synergy Asset Management first reported a position in HIG in Q3 2022 and held it in 4 quarters. The position peaked at $1.46M in Q4 2022. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Synergy Asset Management reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 35 Hartford Financial Services shares in Q1 2025, an estimated $4.12K.
  • Synergy Asset Management first reported a position in Hartford Financial Services in Q3 2022 and held it in 4 quarters.
  • Synergy Asset Management's Hartford Financial Services position peaked at $1.46M in Q4 2022.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.