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Venturi Wealth Management’s Hartford Financial Services HIG Stock Holding History

Venturi Wealth 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
-529
Closed -$57.9K – 1124
2024
Q4 		$57.9K Sell
529
-58
-10% -$6.72K ﹤0.01% 974
2024
Q3 		$69K Buy
587
+16
+3% +$1.75K ﹤0.01% 671
2024
Q2 		$57.4K Buy
571
+513
+884% +$51.5K ﹤0.01% 631
2024
Q1 		$5.98K Buy
58
+4
+7% +$367 ﹤0.01% 1048
2023
Q4 		$4.34K Buy
54
+19
+54% +$1.43K ﹤0.01% 1061
2023
Q3 		$2.48K Buy
35
+26
+289% +$1.89K ﹤0.01% 1124
2023
Q2 		$649 Buy
+9
New +$632 ﹤0.01% 1056
2017
Q1 		– Sell
-122,726
Closed -$5.85M – 183
2016
Q4 		$5.85M Buy
122,726
+10,545
+9% +$484K 1.64% 26
2016
Q3 		$4.8M Buy
112,181
+1,430
+1% +$59.8K 1.6% 26
2016
Q2 		$4.92M Buy
110,751
+13,428
+14% +$599K 1.67% 23
2016
Q1 		$4.49M Buy
97,323
+19,828
+26% +$833K 1.67% 23
2015
Q4 		$3.37M Buy
+77,495
New +$3.55M 1.53% 26

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

Venturi Wealth Management's HIG Position: Q1 2025 in Review

Venturi Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 529 shares — an estimated $57.9K sold.

Venturi Wealth Management first reported a position in HIG in Q4 2015 and held it in 12 quarters. The position peaked at $5.85M in Q4 2016. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Venturi Wealth Management reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 529 Hartford Financial Services shares in Q1 2025, an estimated $57.9K.
  • Venturi Wealth Management first reported a position in Hartford Financial Services in Q4 2015 and held it in 12 quarters.
  • Venturi Wealth Management's Hartford Financial Services position peaked at $5.85M in Q4 2016.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.