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

Waldron 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
Q1 		– Sell
-2,300
Closed -$253K – 352
2024
Q4 		$253K Hold
2,300
– – 0.01% 369
2024
Q3 		$271K Buy
2,300
+2
+0.1% +$219 0.01% 344
2024
Q2 		$232K Buy
2,298
+11
+0.5% +$1.1K 0.01% 367
2024
Q1 		$236K Buy
+2,287
New +$210K 0.01% 367
2015
Q3 		– Sell
-5,323
Closed -$201K – 145
2015
Q2 		$201K Buy
+5,323
New +$222K 0.08% 114
2015
Q1 		– Sell
-6,010
Closed -$251K – 130
2014
Q4 		$251K Sell
6,010
-70
-1% -$2.77K 0.1% 89
2014
Q3 		$226K Sell
6,080
-2,063
-25% -$74.7K 0.11% 94
2014
Q2 		$292K Sell
8,143
-1,220
-13% -$42.9K 0.13% 76
2014
Q1 		$330K Sell
9,363
-2,101
-18% -$73.1K 0.16% 61
2013
Q4 		$415K Buy
+11,464
New +$395K 0.19% 50

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

Waldron Private Wealth's HIG Position: Q1 2025 in Review

Waldron Private Wealth sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 2,300 shares — an estimated $253K sold.

Waldron Private Wealth first reported a position in HIG in Q4 2013 and held it in 10 quarters. The position peaked at $415K in Q4 2013. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Waldron Private Wealth reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,300 Hartford Financial Services shares in Q1 2025, an estimated $253K.
  • Waldron Private Wealth first reported a position in Hartford Financial Services in Q4 2013 and held it in 10 quarters.
  • Waldron Private Wealth's Hartford Financial Services position peaked at $415K in Q4 2013.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.