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

Tocqueville 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
2024
Q3 		– Sell
-2,036
Closed -$205K – 536
2024
Q2 		$205K Sell
2,036
-490
-19% -$49.2K ﹤0.01% 503
2024
Q1 		$260K Buy
+2,526
New +$232K ﹤0.01% 468
2020
Q1 		– Sell
-4,588
Closed -$279K – 663
2019
Q4 		$279K Buy
4,588
+18
+0.4% +$1.08K ﹤0.01% 652
2019
Q3 		$277K Buy
4,570
+3
+0.1% +$176 ﹤0.01% 662
2019
Q2 		$254K Buy
+4,567
New +$241K ﹤0.01% 709
2015
Q4 		– Sell
-60,846
Closed -$2.79M – 934
2015
Q3 		$2.79M Sell
60,846
-1,250
-2% -$57.7K 0.04% 386
2015
Q2 		$2.58M Sell
62,096
-2,554
-4% -$107K 0.03% 423
2015
Q1 		$2.7M Sell
64,650
-2,250
-3% -$92.2K 0.03% 421
2014
Q4 		$2.79M Sell
66,900
-2,100
-3% -$83.1K 0.03% 424
2014
Q3 		$2.57M Sell
69,000
-935
-1% -$33.8K 0.03% 390
2014
Q2 		$2.5M Buy
69,935
+45,980
+192% +$1.62M 0.02% 445
2014
Q1 		$845K Buy
23,955
+23,525
+5,471% +$818K 0.01% 481
2013
Q4 		$16K Buy
+430
New +$14.8K ﹤0.01% 1154

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Tocqueville Asset Management's HIG Position: Q3 2024 in Review

Tocqueville Asset Management sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 2,036 shares — an estimated $205K sold.

Tocqueville Asset Management first reported a position in HIG in Q4 2013 and held it in 13 quarters. The position peaked at $2.79M in Q4 2014. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Tocqueville Asset Management reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
  • Tocqueville Asset Management sold 2,036 Hartford Financial Services shares in Q3 2024, an estimated $205K.
  • Tocqueville Asset Management first reported a position in Hartford Financial Services in Q4 2013 and held it in 13 quarters.
  • Tocqueville Asset Management's Hartford Financial Services position peaked at $2.79M in Q4 2014.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Tocqueville Asset Management's 13F filing for Q3 2024, filed 8 Nov 2024.