Hartford Financial Services Group (HIG) Ownership

109.47 ↑2.41 (2.25%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Hartford Financial Services Group (HIG), owning a total of 37.2 million shares. Combined, the top 30 institutional holders of HIG own 75.71% of the company with a total of 221.5 million shares.

In the latest ownership report on September 30th 2024, the top 30 institutional holders decreased their combined ownership of HIG by 9.1 million shares. 3 institutions bought 231,748 total additional shares and increased their ownership by an average of 1.68%. However 15 institutions sold 9,302,451 total shares and decreased their ownership by an average of 9.88%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Hartford Financial Services Group decreased by a net total of -9,070,703 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.836%	-0.353%	37,208,923	-131,775	2024-09-30
State Street Corp	5.673%	-0.547%	16,446,669	-90,389	2024-09-30
FMR Inc	4.788%	-2.678%	13,880,877	-381,883	2024-09-30
T. Rowe Price Associates, Inc.	4.623%	-4.291%	13,402,228	-600,809	2024-09-30
JPMorgan Chase & Co	2.640%	-9.503%	7,653,012	-803,627	2024-09-30
Geode Capital Management, LLC	2.473%	-4.015%	7,169,894	-299,908	2024-09-30
Amvescap Plc.	2.101%	2.633%	6,090,807	156,257	2024-09-30
Dimensional Fund Advisors, Inc.	1.848%	-7.804%	5,355,982	-453,376	2024-09-30
Victory Capital Management Inc.	1.552%	-9.931%	4,499,188	-496,062	2024-09-30
LSV Asset Management	1.520%	-5.327%	4,406,323	-247,913	2024-09-30
Morgan Stanley - Brokerage Accounts	1.259%	-47.776%	3,650,326	-3,339,426	2024-09-30
UBS Asset Mgmt Americas Inc	1.241%	-0.082%	3,596,142	-2,949	2024-09-30
Hotchkis & Wiley Capital Management LLC	1.194%	-30.543%	3,462,507	-1,522,615	2024-09-30
Massachusetts Financial Services Company	1.181%	-15.027%	3,423,929	-605,520	2024-09-30
Nordea Investment Mgmt Bank Demark A/s	1.158%	1.468%	3,357,318	48,557	2024-09-30
Northern Trust Corp	1.041%	-5.954%	3,017,948	-191,048	2024-09-30
Diamond Hill Capital Management Inc	1.035%	-4.312%	2,999,369	-135,151	2024-09-30
Legal & General Group PLC	1.003%	0.935%	2,907,981	26,934	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.836%	-0.353%	37,208,923	-131,775	2024-09-30
BlackRock Inc	8.807%	0.414%	25,529,445	105,315	2024-06-30
State Street Corporation	5.623%	-1.302%	16,474,696	-217,278	2024-03-31
State Street Corp	5.673%	-0.547%	16,446,669	-90,389	2024-09-30
FMR Inc	4.788%	-2.678%	13,880,877	-381,883	2024-09-30
T. Rowe Price Associates, Inc.	4.623%	-4.291%	13,402,228	-600,809	2024-09-30
JPMorgan Chase & Co	2.640%	-9.503%	7,653,012	-803,627	2024-09-30
Geode Capital Management, LLC	2.473%	-4.015%	7,169,894	-299,908	2024-09-30
Charles Schwab Investment Management Inc	2.223%	8.954%	6,897,843	566,895	2022-12-31
Amvescap Plc.	2.101%	2.633%	6,090,807	156,257	2024-09-30
Dimensional Fund Advisors, Inc.	1.848%	-7.804%	5,355,982	-453,376	2024-09-30
Victory Capital Management Inc.	1.552%	-9.931%	4,499,188	-496,062	2024-09-30
LSV Asset Management	1.520%	-5.327%	4,406,323	-247,913	2024-09-30
Bank of New York Mellon Corp	1.348%	-11.942%	4,245,818	-575,791	2022-09-30
NORGES BANK	1.415%	18.305%	4,102,007	634,682	2024-06-30
Morgan Stanley - Brokerage Accounts	1.259%	-47.776%	3,650,326	-3,339,426	2024-09-30
UBS Asset Mgmt Americas Inc	1.241%	-0.082%	3,596,142	-2,949	2024-09-30
Hotchkis & Wiley Capital Management LLC	1.194%	-30.543%	3,462,507	-1,522,615	2024-09-30
Massachusetts Financial Services Company	1.181%	-15.027%	3,423,929	-605,520	2024-09-30
Nordea Investment Mgmt Bank Demark A/s	1.158%	1.468%	3,357,318	48,557	2024-09-30
Millennium Management LLC	1.042%	52.468%	3,315,247	1,140,863	2022-06-30
Franklin Resources Inc	1.006%	-42.135%	3,170,887	-2,308,944	2022-09-30
Royal Bank of Canada	1.065%	-12.416%	3,151,023	-446,687	2023-12-31
Adage Capital Partners Gp LLC	0.977%	21.109%	3,079,232	536,700	2022-09-30
Ameriprise Financial Inc	1.051%	-9.861%	3,046,574	-333,303	2024-06-30
Northern Trust Corp	1.041%	-5.954%	3,017,948	-191,048	2024-09-30
Bank of America Corp	0.985%	7.593%	3,012,108	212,575	2023-03-31
Diamond Hill Capital Management Inc	1.035%	-4.312%	2,999,369	-135,151	2024-09-30
Newport Trust Co.	1.001%	-0.931%	2,987,999	-28,078	2023-09-30
Legal & General Group PLC	1.003%	0.935%	2,907,981	26,934	2024-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Hartford Financial Services Group (HIG), owning a total of 9.8 million shares. Combined, the top 37 mutual fund holders of HIG own 41.80% of the company with a total of 123.5 million shares.

In the latest ownership report on November 30th 2024, the top 37 fund holders increased their combined ownership of HIG by 13 thousand shares. 2 funds bought 30,974 total additional shares and increased their ownership by an average of 0.52%. However 1 funds sold 43,880 total shares and decreased their ownership by an average of 2.15%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Hartford Financial Services Group decreased by a net total of -12,906 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.250%	0.592%	3,622,806	21,328	2024-11-30
iShares Core S&P 500 ETF	1.142%	0.000%	3,311,537	0	2024-11-30
iShares U.S. Equity Fac Rotation Act ETF	0.761%	0.000%	2,207,118	0	2024-11-30
The Financial Select Sector SPDR® ETF	0.754%	0.444%	2,184,633	9,646	2024-11-30
Diamond Hill Large Cap Equity	0.689%	-2.150%	1,996,855	-43,880	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.243%	0.975%	9,754,389	94,154	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.198%	-0.334%	9,271,933	-31,099	2024-10-31
Vanguard Institutional 500 Index Trust	2.678%	1.162%	7,764,535	89,189	2024-10-31
Vanguard 500 Index Investor	2.444%	0.622%	7,474,169	46,170	2023-08-31
Vanguard Mid Cap Index Institutional	2.145%	0.182%	6,216,652	11,316	2024-10-31
Schwab US Dividend Equity ETF™	1.718%	0.056%	5,377,212	2,996	2023-02-28
JPM US Equity Income-MA	1.689%	88,793.900%	5,078,506	5,072,793	2023-09-30
SPDR® S&P 500® ETF Trust	1.250%	0.592%	3,622,806	21,328	2024-11-30
Fidelity 500 Index	1.241%	-0.164%	3,596,139	-5,899	2024-10-31
SPDR® S&P 500 ETF Trust	1.215%	0.695%	3,592,318	24,780	2024-05-30
Fidelity® 500 Index	1.177%	0.803%	3,540,950	28,210	2023-10-31
iShares Core S&P 500 ETF	1.142%	0.000%	3,311,537	0	2024-11-30
Victory Sycamore Established Value R	1.009%	-10.276%	2,925,000	-335,000	2024-09-30
JPM US Equity Income-Composite	0.928%	-15.301%	2,689,139	-485,778	2024-09-30
Vanguard Windsor™ II Inv	0.887%	-13.653%	2,579,200	-407,800	2024-06-30
Vanguard Value Index Inv	0.857%	0.367%	2,483,116	9,080	2024-10-31
JPMorgan Equity Income I	0.804%	-13.294%	2,331,654	-357,485	2024-10-31
T. Rowe Price U.S. Value Equity Tr-Z	0.748%	17.595%	2,320,560	347,207	2023-03-31
iShares U.S. Equity Fac Rotation Act ETF	0.761%	0.000%	2,207,118	0	2024-11-30
The Financial Select Sector SPDR® ETF	0.754%	0.444%	2,184,633	9,646	2024-11-30
T. Rowe Price US Lg-Cp Equity Inc Comp	0.752%	-3.326%	2,180,000	-75,000	2024-09-30
T. Rowe Price US Value Equity Composite	0.701%	-21.582%	2,143,627	-589,952	2023-06-30
T. Rowe Price Value	0.701%	-21.582%	2,143,627	-589,952	2023-06-30
JPMorgan Mid Cap Value L	0.707%	0.000%	2,125,385	0	2023-11-30
JPM US Mid Cap Value-MA	0.707%	34,639.900%	2,125,385	2,119,267	2023-09-30
JPM US Mid Cap Value-Composite	0.707%	0.000%	2,125,385	0	2023-09-30
BlackRock U.S. Equity Factor Rttn ETF	0.725%	0.154%	2,124,706	3,270	2024-09-30
T. Rowe Price Equity Income	0.731%	-2.752%	2,120,000	-60,000	2024-10-31
First Trust Rising Dividend Achiev ETF	0.729%	0.048%	2,113,814	1,006	2024-11-28
MFS Mid Cap Value A	0.718%	0.000%	2,082,157	0	2024-10-31
MFS Mid Cap Value Equity	0.718%	-18.505%	2,082,157	-472,786	2024-09-30
Vanguard Mid-Cap Value ETF	0.696%	0.302%	2,016,569	6,068	2024-10-31
Financial Select Sector SPDR® ETF	0.681%	0.033%	2,015,280	654	2024-05-30
Diamond Hill Large Cap Equity	0.689%	-2.150%	1,996,855	-43,880	2024-11-30
Invesco Diversified Dividend A	0.654%	0.000%	1,943,573	0	2023-12-31
Invesco - Diversified Dividend	0.654%	0.000%	1,943,573	0	2023-12-31
Vanguard Institutional Index I	0.642%	-0.110%	1,861,431	-2,040	2024-10-31