Avalon Trust’s Hartford Financial Services HIG Stock Holding History

Avalon Trust’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7	Closed	-$934	–	530
2025 Q3	$934	Buy	+7	New	+$898	﹤0.01%	506

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Avalon Trust's HIG Position: Q4 2025 in Review

Avalon Trust sold out of Hartford Financial Services (HIG) in Q4 2025, closing a stake of 7 shares — an estimated $934 sold.

Avalon Trust first reported a position in HIG in Q3 2025 and held it in 1 quarter. The position peaked at $934 in Q3 2025. 1,185 funds tracked by Wall St. Rank hold HIG as of Q4 2025.

Avalon Trust reported no remaining Hartford Financial Services position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 7 Hartford Financial Services shares in Q4 2025, an estimated $934.
Avalon Trust first reported a position in Hartford Financial Services in Q3 2025 and held it in 1 quarter.
Avalon Trust's Hartford Financial Services position peaked at $934 in Q3 2025.
1,185 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.