HIG — HARTFORD FINL SVCS GROUP INC

Ownership history in Bison Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in HARTFORD FINL SVCS GROUP INC (HIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2024 Q2)
Avg. % of fund
0.04%
First filed
2024 Q1
Last filed
2024 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 1,783 -472 -20.9% 0.03% $210K $114.68
2024 Q2 UNCHANGED 2,255 — 0% 0.04% $232K $97.64
2024 Q1 INITIATED 2,255 — — 0.04% $232K —
% of Fund (quarterly)    HIG price (monthly, adj. close)

Other funds also holding HIG

As of 2025 Q4 — sorted by position size

NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 5.99% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 3.09% TKG Advisors, LLC 3Y 2.44% Benson Investment Management Company, Inc. 3Y 7Y 2.39% Promethos Capital, LLC 2.38% Monte Financial Group, LLC 3Y 7Y 2.28% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.23% EDENTREE ASSET MANAGEMENT Ltd 2.03% Summit Place Financial Advisors, LLC 3Y 1.74% BAHL & GAYNOR INC 3Y 7Y 1.7%
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