APW
HIG icon

Aventura Private Wealth’s Hartford Financial Services HIG Stock Holding History

Aventura Private Wealth’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
2026
Q2 		$663 Hold
5
– – ﹤0.01% 917
2026
Q1 		$676 Hold
5
– – ﹤0.01% 825
2025
Q4 		$689 Buy
+5
New +$660 ﹤0.01% 773

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aventura Private Wealth's HIG Position: Q2 2026 in Review

Aventura Private Wealth held its Hartford Financial Services (HIG) position steady in Q2 2026 at 5 shares worth $663. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Aventura Private Wealth first reported a position in HIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $689 in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Aventura Private Wealth held 5 shares of Hartford Financial Services worth $663 as of Q2 2026.
  • Aventura Private Wealth left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #917 holding.
  • Aventura Private Wealth first reported a position in Hartford Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Aventura Private Wealth's Hartford Financial Services position peaked at $689 in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.