The Hartford Financial Services Group

HIG • NYSE

The Hartford Financial Services Group is a insurance - diversified company in the financial services sector on NYSE, led by Christopher J. Swift, with a market cap of $37.7B. As of Q3 2025, 89% of shares are held by 1,089 institutional investors, with VANGUARD GROUP INC as the largest holder at 13.11%.

CEOChristopher J. Swift

Market Cap$37.7B

Insurance - Diversified

Financial Services

Employees18.7K

Websitethehartford.com

Country

United States of America

Overview

Overview of institutional ownership in HIG as of Q3 2025 with a market cap of $37.5B

All Institutions

Institutions: 1,089
Value Held: $33.5B
Shares Held: 250.9M
Avg Position: $30.7M
Median Position: $744.0K

Hedge Funds

Hedge Funds: 63
Value Held: $1.2B
Shares Held: 8.6M
Avg Position: $18.3M
Median Position: $2.4M

Ownership Breakdown

Institutional (non-HF)

86.15%

$32.3B

Hedge Funds

3.07%

$1.2B

Retail & Other

10.78%

$4.0B

Based on market cap of $37.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in HIG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$4.9B 0.07% of portfolio	13.11% 36.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$4.0B 0.07% of portfolio	10.76% 30.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.1B 0.07% of portfolio	5.70% 16.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$1.8B 0.09% of portfolio	4.83% 13.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$1.1B 0.13% of portfolio	3.05% 8.6M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.1B 0.07% of portfolio	2.81% 7.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$711.1M 0.11% of portfolio	1.90% 5.3M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$619.0M 0.13% of portfolio	1.65% 4.6M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
NORDEA INVESTMENT MANAGEMENT AB Institution	Paul Manning CEO	$570.3M 0.50% of portfolio	1.53% 4.3M shares	≤ Q2 2013 Held for 12y 5m+	$114.17B
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	James Poucher CEO	$560.1M 0.12% of portfolio	1.49% 4.2M shares	≤ Q2 2013 Held for 12y 5m+	$460.61B

Net Capital Flow

Institutional buying and selling activity for HIG in Q3 2025

Traded: −$245.7M
Buyers: 506
Sellers: 440
Total Bought: +$1.5B
Total Sold: −$1.7B
Avg Position: $28.8M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$210.6M +1.6M shares	$1.8B 13.6M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$84.5M +633.6K shares	$85.8M 643.4K shares
Z Zurich Insurance Group Ltd/FI Institution	+$72.1M +540.4K shares	$106.7M 800.0K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	+$68.3M +511.7K shares	$79.0M 592.5K shares
Invesco Ltd. ETF Provider	+$66.3M +496.8K shares	$711.1M 5.3M shares
FIRST TRUST ADVISORS LP ETF Provider	+$60.3M +452.3K shares	$421.8M 3.2M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$59.5M +447.7K shares	$1.1B 7.9M shares
GOLDMAN SACHS GROUP INC Institution	+$39.3M +294.6K shares	$274.7M 2.1M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$35.7M +267.4K shares	$35.7M 267.4K shares
A AustralianSuper Pty Ltd Institution	+$31.4M +235.7K shares	$245.6M 1.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$184.2M −1.4M shares	$4.0B 30.3M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$148.3M −1.1M shares	$1.1B 8.6M shares
DIAMOND HILL CAPITAL MANAGEMENT INC Long Only Manager	−$121.0M −907.3K shares	$127.8M 957.7K shares
JPMORGAN CHASE & CO Institution	−$109.0M −817.5K shares	$347.0M 2.6M shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$98.1M −735.3K shares	$185.2M 1.4M shares
Woodline Partners LP Hedge Fund•Long/Short	−$77.7M −612.1K shares	Sold Off 0 shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$51.5M −386.2K shares	$92.5M 693.5K shares
VANGUARD GROUP INC Institution	−$40.8M −305.7K shares	$4.9B 36.9M shares
L LSV ASSET MANAGEMENT Long Only Manager	−$38.1M −285.9K shares	$427.1M 3.2M shares
Q Qube Research & Technologies Ltd Institution	−$37.8M −283.1K shares	$73.3M 549.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HIG in Q3 2025

New Positions: 53
New Value: $42.4M
Exited Positions: 72
Exited Value: $184.1M

New Positions

Institution	Position Value
C Capitolis Liquid Global Markets LLC Private Equity	$15.7M 118.0K shares
Polar Capital Holdings Plc Long Only Manager	$8.9M 67.0K shares
CONSOLIDATED PLANNING CORP RIA/Wealth	$6.6M 49.4K shares
A ABC ARBITRAGE SA Institution	$3.7M 27.4K shares
S Sageworth Trust Co Institution	$947.9K 7.1K shares
F Financiere des Professionnels - Fonds d,investissement inc. Institution	$862.8K 6.5K shares
T TEMA ETFS LLC Institution	$591.1K 4.4K shares
ABNER HERRMAN & BROCK LLC RIA/Wealth	$533.6K 4.0K shares
P Perbak Capital Partners LLP Institution	$461.5K 3.5K shares
F Fieldview Capital Management, LLC Hedge Fund•Long/Short	$446.2K 3.3K shares

Exited Positions

Institution	Previous Position
Woodline Partners LP Hedge Fund•Long/Short	$77.7M 612.1K shares
A AXA Institution	$32.1M 253.3K shares
D D. E. Shaw & Co., Inc. Institution	$19.9M 156.8K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$14.7M 115.6K shares
VGI PARTNERS PTY Ltd Hedge Fund•Long/Short	$3.3M 26.2K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.9M 22.6K shares
R Railway Pension Investments Ltd Institution	$2.8M 22.2K shares
O ONTARIO TEACHERS PENSION PLAN BOARD Institution	$2.8M 21.8K shares
W. E. Donoghue & Co., LLC Long Only Manager	$2.8M 21.7K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$2.2M 17.5K shares

Options Activity

Institutions with the largest Call and Put options positions in HIG as of Q3 2025

Call Positions: 11
Call Value: $34.3M
Put Positions: 10
Put Value: $13.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$13.0M 976.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$8.0M 597.0 contracts
Interval Partners, LLC Hedge Fund•Long/Short	$4.2M 317.0 contracts
W WOLVERINE TRADING, LLC Institution	$4.2M 315.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$3.2M 241.0 contracts
J JANE STREET GROUP, LLC Institution	$586.9K 44.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$520.2K 39.0 contracts
Walleye Trading LLC RIA/Wealth	$266.8K 20.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$240.1K 18.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$106.7K 8.0 contracts

Put Positions

Institution	Position Value
B Bayview Asset Management, LLC Hedge Fund•Multi-Strategy	$4.0M 300.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.4M 253.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.9M 215.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.5M 113.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.0M 76.0 contracts
Walleye Trading LLC RIA/Wealth	$773.7K 58.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$240.1K 18.0 contracts
Steel Peak Wealth Management LLC RIA/Wealth	- - contracts
J JANE STREET GROUP, LLC Institution	- - contracts
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with HIG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
N NEW VERNON INVESTMENT MANAGEMENT LLC Hedge Fund•Multi-Strategy	Steven Arthur Shapiro Managing Partner	5.56% $6.0M	0.02% 44.6K shares	≤ Q2 2013 Held for 12y 5m+	$107.2M
A AMJ Financial Wealth Management RIA/Wealth	Angela Mullis Bender CEO	2.76% $11.4M	0.03% 85.3K shares	Q1 2025 Held for 8 months	$412.7M
T TKG Advisors, LLC Institution	-	2.49% $5.8M	0.02% 43.5K shares	Q3 2024 Held for 1y 2m	$233.0M
Promethos Capital, LLC Private Equity	Wilfredo Igone Rodriguez CFO	2.46% $9.0M	0.02% 67.3K shares	Q4 2023 Held for 1y 11m	$364.5M
E EDENTREE ASSET MANAGEMENT Ltd Institution	-	2.42% $10.0M	0.03% 75.3K shares	Q2 2023 Held for 2y 5m	$414.8M
B Bayview Asset Management, LLC Hedge Fund•Multi-Strategy	David Ertel CEO	2.37% $3.1M	0.01% 23.5K shares	Q2 2025 Held for 5 months	$132.1M
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. RIA/Wealth	Justin Alan Klein CEO	2.24% $3.7M	0.01% 27.4K shares	Q4 2024 Held for 11 months	$162.9M
M Monte Financial Group, LLC Institution	-	2.23% $6.1M	0.02% 45.5K shares	Q4 2020 Held for 4y 11m	$271.9M
B Benson Investment Management Company, Inc. RIA/Wealth	Nancy M Westbrock CEO	1.98% $5.8M	0.02% 43.2K shares	Q3 2022 Held for 3y 2m	$291.6M
H Horizon Investment Services, LLC RIA/Wealth	Charles Brian Carlson CEO	1.72% $4.6M	0.01% 34.2K shares	Q1 2024 Held for 1y 8m	$264.9M

Hedge Fund Spotlight

Discover hedge funds investing in HIG

Squarepoint Ops LLC

Hedge Fund • Quant

Portfolio ManagerMichael Gottlieb

Portfolio Value: $46.9B
Positions: 2,529
Last Reported: Q3 2025

Sector Allocation

Position in The Hartford Financial Services Group

Market Value: $12.1M
Shares Held: 91.0K
Portfolio Weight: 0.03%
Owned Since: 2015-Q2

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