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Truepoint Inc’s Hartford Financial Services HIG Stock Holding History

Truepoint Inc’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 		– Sell
-4,757
Closed -$382K – 179
2023
Q4 		$382K Buy
4,757
+1,183
+33% +$89.1K 0.01% 147
2023
Q3 		$253K Buy
+3,574
New +$259K 0.01% 166

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

Truepoint Inc's HIG Position: Q1 2024 in Review

Truepoint Inc sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 4,757 shares — an estimated $382K sold.

Truepoint Inc first reported a position in HIG in Q3 2023 and held it in 2 quarters. The position peaked at $382K in Q4 2023. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Truepoint Inc reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 4,757 Hartford Financial Services shares in Q1 2024, an estimated $382K.
  • Truepoint Inc first reported a position in Hartford Financial Services in Q3 2023 and held it in 2 quarters.
  • Truepoint Inc's Hartford Financial Services position peaked at $382K in Q4 2023.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.