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Ziegler Capital Management’s Hartford Financial Services HIG Stock Holding History

Ziegler Capital Management’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
Q1 		$1.4M Buy
102,309
+84,400
+471% +$7.74M 0.05% 240
2023
Q4 		$1.44M Buy
+17,909
New +$1.35M 0.07% 247

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ziegler Capital Management's HIG Position: Q1 2024 in Review

Ziegler Capital Management increased its Hartford Financial Services (HIG) stake by 471% in Q1 2024, buying an estimated $7.74M and bringing the position to 102,309 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #240.

Ziegler Capital Management first reported a position in HIG in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.44M in Q4 2023. 921 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Ziegler Capital Management held 102,309 shares of Hartford Financial Services worth $1.4M as of Q1 2024.
  • Ziegler Capital Management bought 84,400 Hartford Financial Services shares in Q1 2024, an estimated $7.74M.
  • Hartford Financial Services made up 0.05% of Ziegler Capital Management's portfolio in Q1 2024, its #240 holding.
  • Ziegler Capital Management first reported a position in Hartford Financial Services in Q4 2023 and has held it in 2 quarters since.
  • Ziegler Capital Management's Hartford Financial Services position peaked at $1.44M in Q4 2023.
  • 921 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.