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Wright Investors Service’s Hartford Financial Services HIG Stock Holding History

Wright Investors Service’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
2021
Q2 		– Sell
-24,107
Closed -$1.61M – 145
2021
Q1 		$1.61M Sell
24,107
-99
-0.4% -$5.35K 0.49% 66
2020
Q4 		$1.19M Sell
24,206
-5,385
-18% -$232K 0.41% 75
2020
Q3 		$1.09M Buy
29,591
+7,782
+36% +$310K 0.39% 72
2020
Q2 		$841K Buy
+21,809
New +$831K 0.32% 84
2020
Q1 		– Sell
-5,135
Closed -$312K – 137
2019
Q4 		$312K Sell
5,135
-6,955
-58% -$417K 0.11% 130
2019
Q3 		$733K Sell
12,090
-74
-0.6% -$4.33K 0.26% 94
2019
Q2 		$678K Buy
12,164
+5,959
+96% +$315K 0.26% 90
2019
Q1 		$309K Buy
+6,205
New +$295K 0.12% 127
2016
Q1 		– Sell
-18,202
Closed -$791K – 232
2015
Q4 		$791K Buy
+18,202
New +$835K 0.29% 122

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wright Investors Service's HIG Position: Q2 2021 in Review

Wright Investors Service sold out of Hartford Financial Services (HIG) in Q2 2021, closing a stake of 24,107 shares — an estimated $1.61M sold.

Wright Investors Service first reported a position in HIG in Q4 2015 and held it in 9 quarters. The position peaked at $1.61M in Q1 2021. 669 funds tracked by Wall St. Rank hold HIG as of Q2 2021.

  • Wright Investors Service reported no remaining Hartford Financial Services position as of Q2 2021 after selling out during the quarter.
  • Wright Investors Service sold 24,107 Hartford Financial Services shares in Q2 2021, an estimated $1.61M.
  • Wright Investors Service first reported a position in Hartford Financial Services in Q4 2015 and held it in 9 quarters.
  • Wright Investors Service's Hartford Financial Services position peaked at $1.61M in Q1 2021.
  • 669 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2021.

Based on Wright Investors Service's 13F filing for Q2 2021, filed 3 Aug 2021.