Wellington Management Group’s Hartford Financial Services HIG Stock Holding History

Wellington Management Group’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 Q4	–	Sell	-32,866	Closed	-$3.87M	–	1978
2024 Q3	$3.87M	Hold	32,866	–	–	﹤0.01%	1397
2024 Q2	$3.3M	Hold	32,866	–	–	﹤0.01%	1406
2024 Q1	$3.39M	Hold	32,866	–	–	﹤0.01%	1422
2023 Q4	$2.64M	Hold	32,866	–	–	﹤0.01%	1433
2023 Q3	$2.33M	Buy	32,866 +13,663	+71%	+$992K	﹤0.01%	1443
2023 Q2	$1.38M	Sell	19,203 -1,388	-7%	-$97.5K	﹤0.01%	1551
2023 Q1	$1.43M	Sell	20,591 -5,377	-21%	-$399K	﹤0.01%	1572
2022 Q4	$1.97M	Sell	25,968 -949,705	-97%	-$68.4M	﹤0.01%	1514
2022 Q3	$60.4M	Sell	975,673 -25,123	-3%	-$1.63M	0.01%	631
2022 Q2	$65.5M	Sell	1,000,796 -17,108	-2%	-$1.2M	0.01%	616
2022 Q1	$73.1M	Sell	1,017,904 -46,859	-4%	-$3.3M	0.01%	652
2021 Q4	$73.5M	Sell	1,064,763 -10,134	-0.9%	-$715K	0.01%	712
2021 Q3	$75.5M	Sell	1,074,897 -9,747	-0.9%	-$644K	0.01%	700
2021 Q2	$67.2M	Sell	1,084,644 -45,882	-4%	-$3.01M	0.01%	737
2021 Q1	$75.5M	Sell	1,130,526 -215,930	-16%	-$11.7M	0.01%	697
2020 Q4	$65.9M	Sell	1,346,456 -2,872,035	-68%	-$124M	0.01%	691
2020 Q3	$155M	Sell	4,218,491 -177,764	-4%	-$7.09M	0.03%	425
2020 Q2	$169M	Sell	4,396,255 -161,024	-4%	-$6.14M	0.04%	398
2020 Q1	$161M	Sell	4,557,279 -5,255,999	-54%	-$274M	0.04%	353
2019 Q4	$596M	Sell	9,813,278 -1,684,126	-15%	-$101M	0.13%	173
2019 Q3	$697M	Sell	11,497,404 -1,607,077	-12%	-$94M	0.16%	146
2019 Q2	$730M	Buy	13,104,481 +89,055	+0.7%	+$4.7M	0.16%	142
2019 Q1	$647M	Buy	13,015,426 +351,654	+3%	+$16.7M	0.15%	161
2018 Q4	$563M	Buy	12,663,772 +2,743,085	+28%	+$123M	0.14%	161
2018 Q3	$496M	Buy	9,920,687 +2,386,351	+32%	+$123M	0.1%	209
2018 Q2	$385M	Sell	7,534,336 -1,555,083	-17%	-$81.5M	0.09%	244
2018 Q1	$468M	Buy	9,089,419 +131,900	+1%	+$7.22M	0.11%	210
2017 Q4	$504M	Buy	8,957,519 +21,068	+0.2%	+$1.18M	0.11%	196
2017 Q3	$495M	Sell	8,936,451 -72,925	-0.8%	-$3.97M	0.11%	196
2017 Q2	$474M	Sell	9,009,376 -43,842	-0.5%	-$2.17M	0.11%	197
2017 Q1	$435M	Sell	9,053,218 -1,086,269	-11%	-$52.6M	0.1%	198
2016 Q4	$483M	Sell	10,139,487 -427,308	-4%	-$19.6M	0.12%	175
2016 Q3	$452M	Sell	10,566,795 -278,607	-3%	-$11.7M	0.11%	187
2016 Q2	$481M	Sell	10,845,402 -76,642	-0.7%	-$3.42M	0.12%	175
2016 Q1	$503M	Buy	10,922,044 +444,885	+4%	+$18.7M	0.13%	167
2015 Q4	$455M	Sell	10,477,159 -32,588	-0.3%	-$1.49M	0.12%	175
2015 Q3	$481M	Sell	10,509,747 -1,190,997	-10%	-$55M	0.13%	162
2015 Q2	$486M	Sell	11,700,744 -1,072,035	-8%	-$44.8M	0.13%	174
2015 Q1	$534M	Buy	12,772,779 +1,447,857	+13%	+$59.3M	0.14%	150
2014 Q4	$472M	Sell	11,324,922 -864,658	-7%	-$34.2M	0.12%	162
2014 Q3	$454M	Sell	12,189,580 -142,922	-1%	-$5.17M	0.13%	175
2014 Q2	$442M	Buy	12,332,502 +391,454	+3%	+$13.8M	0.12%	186
2014 Q1	$421M	Sell	11,941,048 -1,962,987	-14%	-$68.3M	0.12%	190
2013 Q4	$504M	Sell	13,904,035 -850,029	-6%	-$29.3M	0.14%	163
2013 Q3	$459M	Sell	14,754,064 -682,991	-4%	-$21.3M	0.14%	164
2013 Q2	$477M	Buy	+15,437,055	New	+$445M	0.16%	148

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group's HIG Position: Q4 2024 in Review

Wellington Management Group sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 32,866 shares — an estimated $3.87M sold.

Wellington Management Group first reported a position in HIG in Q2 2013 and held it in 46 quarters. The position peaked at $730M in Q2 2019. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

Wellington Management Group reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
Wellington Management Group sold 32,866 Hartford Financial Services shares in Q4 2024, an estimated $3.87M.
Wellington Management Group first reported a position in Hartford Financial Services in Q2 2013 and held it in 46 quarters.
Wellington Management Group's Hartford Financial Services position peaked at $730M in Q2 2019.
1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.