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WR Wealth Planners’s Hartford Financial Services HIG Stock Holding History

WR Wealth Planners’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 		$26K Buy
238
+72
+43% +$8.35K 0.01% 421
2024
Q3 		$19.5K Buy
166
+4
+2% +$439 0.01% 489
2024
Q2 		$16.3K Buy
162
+55
+51% +$5.52K 0.01% 482
2024
Q1 		$11K Buy
+107
New +$9.81K ﹤0.01% 582

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WR Wealth Planners's HIG Position: Q4 2024 in Review

WR Wealth Planners increased its Hartford Financial Services (HIG) stake by 43% in Q4 2024, buying an estimated $8.35K and bringing the position to 238 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #421.

WR Wealth Planners first reported a position in HIG in Q1 2024 and has held it in 4 quarters since. 1,041 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • WR Wealth Planners held 238 shares of Hartford Financial Services worth $26K as of Q4 2024.
  • WR Wealth Planners bought 72 Hartford Financial Services shares in Q4 2024, an estimated $8.35K.
  • Hartford Financial Services made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #421 holding.
  • WR Wealth Planners first reported a position in Hartford Financial Services in Q1 2024 and has held it in 4 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.