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Transatlantique Private Wealth’s Hartford Financial Services HIG Stock Holding History

Transatlantique Private Wealth’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
Q2 		– Sell
-2,365
Closed -$293K – 220
2025
Q1 		$293K Sell
2,365
-1,045
-31% -$120K 0.12% 188
2024
Q4 		$373K Sell
3,410
-4,363
-56% -$506K 0.14% 172
2024
Q3 		$914K Buy
7,773
+692
+10% +$75.9K 0.35% 86
2024
Q2 		$689K Sell
7,081
-58
-0.8% -$5.82K 0.28% 108
2024
Q1 		$736K Buy
7,139
+16
+0.2% +$1.47K 0.32% 107
2023
Q4 		$573K Buy
7,123
+34
+0.5% +$2.56K 0.27% 122
2023
Q3 		$503K Sell
7,089
-37
-0.5% -$2.69K 0.27% 123
2023
Q2 		$513K Buy
7,126
+461
+7% +$32.4K 0.27% 127
2023
Q1 		$464K Sell
6,665
-876
-12% -$65.1K 0.26% 136
2022
Q4 		$573K Sell
7,541
-214
-3% -$15.4K 0.34% 90
2022
Q3 		$481K Buy
7,755
+188
+2% +$12.2K 0.32% 104
2022
Q2 		$495K Buy
+7,567
New +$531K 0.34% 107

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Transatlantique Private Wealth's HIG Position: Q2 2025 in Review

Transatlantique Private Wealth sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 2,365 shares — an estimated $293K sold.

Transatlantique Private Wealth first reported a position in HIG in Q2 2022 and held it in 12 quarters. The position peaked at $914K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

  • Transatlantique Private Wealth reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
  • Transatlantique Private Wealth sold 2,365 Hartford Financial Services shares in Q2 2025, an estimated $293K.
  • Transatlantique Private Wealth first reported a position in Hartford Financial Services in Q2 2022 and held it in 12 quarters.
  • Transatlantique Private Wealth's Hartford Financial Services position peaked at $914K in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Transatlantique Private Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.