HIG β€” HARTFORD FINL SVCS GROUP INC

Ownership history in Richard Bernstein Advisors LLC  Β·  22 quarters on record

AI Ownership Summary

Richard Bernstein Advisors LLC reported HARTFORD FINL SVCS GROUP INC (HIG) in 22 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows HIG at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Richard Bernstein Advisors LLC's position in HARTFORD FINL SVCS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HIG was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HIG stock page Richard Bernstein Advisors LLC fund profile Richard Bernstein Advisors LLC full holdings
How Richard Bernstein Advisors LLC held HIG β€” position size vs. price
% of Fund (quarterly)    HIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 13,860 -15,655 -53.0% 0.05% $1.8M 2025-11-13 $132.53
2025 Q2 REDUCED 29,515 -3,015 -9.3% 0.09% $3.7M 2025-08-06 $127.20
2025 Q1 REDUCED 32,530 -1,616 -4.7% 0.10% $4.0M 2025-04-29 $120.21
2024 Q4 UNCHANGED 34,146 β€” 0% 0.08% $3.7M 2025-02-04 $109.64
2024 Q3 UNCHANGED 34,146 β€” 0% 0.09% $4.0M 2024-11-08 $114.50
2024 Q2 UNCHANGED 34,146 β€” 0% 0.08% $3.4M 2024-07-30 $108.55
2024 Q1 REDUCED 34,146 -2,686 -7.3% 0.08% $3.5M 2024-05-09 $97.96
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HIG

As of 2026 Q1 β€” sorted by position size

First Financial Bank - Trust Division 3Y 7Y 0.76% Hilltop National Bank 0.02% Investors Research Corp 3Y 7Y 0.01% Aspect Partners, LLC 0.0% Ares Financial Consulting, LLC 0.0% NorthAvenue LLC 0.0%

FAQ About Richard Bernstein Advisors LLC and HIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Richard Bernstein Advisors LLC reported owning HIG?

Richard Bernstein Advisors LLC reported HIG across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported HIG position in Richard Bernstein Advisors LLC's portfolio?

The largest reported portfolio weight for HIG was 0.10% in 2025 Q1.

What is the latest reported HIG position on this page?

The most recent filing on this page is 2025 Q3, when Richard Bernstein Advisors LLC reported 13,860 shares, equal to 0.05% of portfolio, with an estimated market value of $1.8M.

What does the chart on this HIG ownership page compare?

The chart compares Richard Bernstein Advisors LLC's quarterly HIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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