Hartford Financial Services Group (HIG) Ownership

95.30 ↓3.79 (-3.82%)

As of April 26, 2024, 3:59pm 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 38.8 million shares. Combined, the top 29 institutional holders of HIG own 73.20% of the company with a total of 218.8 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders decreased their combined ownership of HIG by 3.2 million shares. 12 institutions bought 4,326,187 total additional shares and increased their ownership by an average of 8.88%. However 10 institutions sold 7,538,998 total shares and decreased their ownership by an average of 5.96%.

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 -3,212,811 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	13.036%	-2.271%	38,754,489	-900,366	2023-12-31
BlackRock Inc	8.513%	0.324%	25,310,262	81,675	2023-12-31
T. Rowe Price Associates, Inc.	6.276%	-15.067%	18,658,554	-3,310,024	2023-12-31
State Street Corporation	5.615%	0.042%	16,691,974	7,073	2023-12-31
FMR Inc	4.156%	8.608%	12,355,898	979,275	2023-12-31
JPMorgan Chase & Co	3.551%	-18.062%	10,555,892	-2,326,881	2023-12-31
Amvescap Plc.	2.424%	-2.892%	7,206,648	-214,620	2023-12-31
Geode Capital Management, LLC	2.331%	-0.121%	6,931,360	-8,365	2023-12-31
Hotchkis & Wiley Capital Management LLC	2.059%	26.246%	6,119,863	1,272,290	2023-12-31
Dimensional Fund Advisors, Inc.	1.916%	-0.298%	5,695,656	-17,048	2023-12-31
Victory Capital Management Inc.	1.765%	2.058%	5,247,966	105,799	2023-12-31
LSV Asset Management	1.622%	3.547%	4,821,885	165,190	2023-12-31
Massachusetts Financial Services Company	1.497%	-1.063%	4,450,380	-47,799	2023-12-31
NORGES BANK	1.166%	-5.292%	3,467,325	-193,737	2023-12-31
Ameriprise Financial Inc	1.154%	-2.097%	3,430,344	-73,471	2023-12-31
Morgan Stanley - Brokerage Accounts	1.140%	9.714%	3,388,737	300,024	2023-12-31
Northern Trust Corp	1.138%	0.548%	3,381,943	18,419	2023-12-31
Diamond Hill Capital Management Inc	1.119%	0.196%	3,326,843	6,521	2023-12-31
Legal & General Group PLC	1.063%	9.152%	3,161,305	265,075	2023-12-31
Royal Bank of Canada	1.060%	-12.416%	3,151,023	-446,687	2023-12-31
UBS Asset Mgmt Americas Inc	1.024%	25.939%	3,043,839	626,930	2023-12-31
Nordea Investment Mgmt Bank Demark A/s	0.991%	20.238%	2,958,172	497,916	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.036%	-2.271%	38,754,489	-900,366	2023-12-31
BlackRock Inc	8.513%	0.324%	25,310,262	81,675	2023-12-31
T. Rowe Price Associates, Inc.	6.276%	-15.067%	18,658,554	-3,310,024	2023-12-31
State Street Corporation	5.615%	0.042%	16,691,974	7,073	2023-12-31
FMR Inc	4.156%	8.608%	12,355,898	979,275	2023-12-31
JPMorgan Chase & Co	3.551%	-18.062%	10,555,892	-2,326,881	2023-12-31
Amvescap Plc.	2.424%	-2.892%	7,206,648	-214,620	2023-12-31
Geode Capital Management, LLC	2.331%	-0.121%	6,931,360	-8,365	2023-12-31
Charles Schwab Investment Management Inc	2.223%	8.954%	6,897,843	566,895	2022-12-31
Hotchkis & Wiley Capital Management LLC	2.059%	26.246%	6,119,863	1,272,290	2023-12-31
Dimensional Fund Advisors, Inc.	1.916%	-0.298%	5,695,656	-17,048	2023-12-31
Victory Capital Management Inc.	1.765%	2.058%	5,247,966	105,799	2023-12-31
LSV Asset Management	1.622%	3.547%	4,821,885	165,190	2023-12-31
Massachusetts Financial Services Company	1.497%	-1.063%	4,450,380	-47,799	2023-12-31
Bank of New York Mellon Corp	1.348%	-11.942%	4,245,818	-575,791	2022-09-30
NORGES BANK	1.166%	-5.292%	3,467,325	-193,737	2023-12-31
Ameriprise Financial Inc	1.154%	-2.097%	3,430,344	-73,471	2023-12-31
Morgan Stanley - Brokerage Accounts	1.140%	9.714%	3,388,737	300,024	2023-12-31
Northern Trust Corp	1.138%	0.548%	3,381,943	18,419	2023-12-31
Diamond Hill Capital Management Inc	1.119%	0.196%	3,326,843	6,521	2023-12-31
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
Legal & General Group PLC	1.063%	9.152%	3,161,305	265,075	2023-12-31
Royal Bank of Canada	1.060%	-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
UBS Asset Mgmt Americas Inc	1.024%	25.939%	3,043,839	626,930	2023-12-31
Bank of America Corp	0.985%	7.593%	3,012,108	212,575	2023-03-31
Newport Trust Co.	1.001%	-0.931%	2,987,999	-28,078	2023-09-30
Nordea Investment Mgmt Bank Demark A/s	0.991%	20.238%	2,958,172	497,916	2023-12-31

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 33 mutual fund holders of HIG own 39.31% of the company with a total of 117.9 million shares.

In the latest ownership report on March 31st 2024, the top 33 fund holders increased their combined ownership of HIG by 1.1 million shares. 3 funds bought 52,118 total additional shares and increased their ownership by an average of 0.65%. However 9 funds sold 1,195,933 total shares and decreased their ownership by an average of 3.43%.

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 -1,143,815 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional 500 Index Trust	2.530%	0.161%	7,522,717	12,118	2024-03-31
Vanguard Mid Cap Index Institutional	2.181%	-3.543%	6,482,822	-238,094	2024-03-31
SPDR® S&P 500 ETF Trust	1.220%	-0.765%	3,625,948	-27,966	2024-03-31
Victory Sycamore Established Value R	1.171%	-0.543%	3,481,000	-19,000	2024-03-31
JPM US Equity Income-Composite	1.095%	-18.625%	3,256,536	-745,336	2024-03-31
Vanguard Value Index Inv	0.832%	-1.178%	2,474,677	-29,495	2024-03-31
Diamond Hill Large Cap Equity	0.765%	-0.066%	2,274,583	-1,492	2024-03-31
T. Rowe Price US Lg-Cp Equity Inc Comp	0.759%	0.895%	2,255,000	20,000	2024-03-31
T. Rowe Price Equity Income	0.759%	0.895%	2,255,000	20,000	2024-03-31
Vanguard Mid-Cap Value ETF	0.709%	-5.049%	2,108,777	-112,135	2024-03-31
First Trust Rising Dividend Achiev ETF	0.683%	0.000%	2,029,096	0	2024-03-31
Financial Select Sector SPDR® ETF	0.664%	-0.126%	1,973,704	-2,484	2024-03-31
Vanguard Institutional Index I	0.660%	-1.005%	1,962,862	-19,931	2024-03-31

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	3.171%	-0.195%	9,425,982	-18,380	2024-02-29
Vanguard Institutional 500 Index Trust	2.530%	0.161%	7,522,717	12,118	2024-03-31
Vanguard 500 Index Investor	2.444%	0.622%	7,474,169	46,170	2023-08-31
Vanguard Mid Cap Index Institutional	2.181%	-3.543%	6,482,822	-238,094	2024-03-31
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	1.220%	-0.765%	3,625,948	-27,966	2024-03-31
Fidelity 500 Index	1.213%	1.017%	3,607,272	36,300	2024-02-29
Fidelity® 500 Index	1.177%	0.803%	3,540,950	28,210	2023-10-31
Victory Sycamore Established Value R	1.171%	-0.543%	3,481,000	-19,000	2024-03-31
JPMorgan Equity Income I	1.112%	-14.244%	3,304,809	-548,915	2024-02-29
JPM US Equity Income-Composite	1.095%	-18.625%	3,256,536	-745,336	2024-03-31
Vanguard Windsor™ II Inv	1.080%	31.770%	3,209,400	773,800	2023-12-31
iShares Core S&P 500 ETF	1.041%	0.742%	3,094,531	22,784	2024-03-28
MFS Mid Cap Value Equity	0.945%	-1.713%	2,809,516	-48,959	2023-12-31
MFS Mid Cap Value A	0.876%	-7.284%	2,604,876	-204,640	2024-02-29
Vanguard Value Index Inv	0.832%	-1.178%	2,474,677	-29,495	2024-03-31
T. Rowe Price U.S. Value Equity Tr-Z	0.748%	17.595%	2,320,560	347,207	2023-03-31
Diamond Hill Large Cap Equity	0.765%	-0.066%	2,274,583	-1,492	2024-03-31
T. Rowe Price US Lg-Cp Equity Inc Comp	0.759%	0.895%	2,255,000	20,000	2024-03-31
T. Rowe Price Equity Income	0.759%	0.895%	2,255,000	20,000	2024-03-31
T. Rowe Price Value	0.701%	-21.582%	2,143,627	-589,952	2023-06-30
T. Rowe Price US Value Equity Composite	0.701%	-21.582%	2,143,627	-589,952	2023-06-30
JPM US Mid Cap Value-Composite	0.707%	0.000%	2,125,385	0	2023-09-30
JPM US Mid Cap Value-MA	0.707%	34,639.900%	2,125,385	2,119,267	2023-09-30
JPMorgan Mid Cap Value L	0.707%	0.000%	2,125,385	0	2023-11-30
Vanguard Mid-Cap Value ETF	0.709%	-5.049%	2,108,777	-112,135	2024-03-31
First Trust Rising Dividend Achiev ETF	0.683%	0.000%	2,029,096	0	2024-03-31
Financial Select Sector SPDR® ETF	0.664%	-0.126%	1,973,704	-2,484	2024-03-31
Vanguard Institutional Index I	0.660%	-1.005%	1,962,862	-19,931	2024-03-31
Invesco - Diversified Dividend	0.654%	0.000%	1,943,573	0	2023-12-31
Invesco Diversified Dividend A	0.654%	0.000%	1,943,573	0	2023-12-31