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Verdad Advisers’s Hartford Financial Services HIG Stock Holding History

Verdad Advisers’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 		$658K Sell
5,599
-7,325
-57% -$803K 0.88% 45
2024
Q2 		$1.3M Buy
12,924
+6,517
+102% +$654K 1.5% 15
2024
Q1 		$660K Buy
+6,407
New +$587K 0.72% 53

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

Verdad Advisers's HIG Position: Q3 2024 in Review

Verdad Advisers reduced its Hartford Financial Services (HIG) stake by 57% in Q3 2024, selling an estimated $803K and leaving 5,599 shares worth $658K. The position accounts for 0.88% of the portfolio, ranked #45.

Verdad Advisers first reported a position in HIG in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.3M in Q2 2024. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Verdad Advisers held 5,599 shares of Hartford Financial Services worth $658K as of Q3 2024.
  • Verdad Advisers sold 7,325 Hartford Financial Services shares in Q3 2024, an estimated $803K.
  • Hartford Financial Services made up 0.88% of Verdad Advisers's portfolio in Q3 2024, its #45 holding.
  • Verdad Advisers first reported a position in Hartford Financial Services in Q1 2024 and has held it in 3 quarters since.
  • Verdad Advisers's Hartford Financial Services position peaked at $1.3M in Q2 2024.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.