Avestar Capital’s Hartford Financial Services HIG Stock Holding History

Avestar Capital’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 Q3	–	Sell	-1,599	Closed	-$204K	–	503
2025 Q2	$204K	Buy	+1,599	New	+$199K	0.01%	466
2024 Q4	–	Sell	-1,792	Closed	-$211K	–	531
2024 Q3	$211K	Sell	1,792 -221	-11%	-$24.2K	0.02%	437
2024 Q2	$202K	Buy	+2,013	New	+$202K	0.02%	423
2022 Q3	–	Sell	-3,550	Closed	-$234K	–	299
2022 Q2	$234K	Buy	3,550 +339	+11%	+$23.8K	0.06%	244
2022 Q1	$232K	Buy	+3,211	New	+$226K	0.04%	354
2021 Q2	–	Sell	-2,984	Closed	-$202K	–	461
2021 Q1	$202K	Buy	+2,984	New	+$161K	0.05%	305
2019 Q3	–	Sell	-264	Closed	-$12K	–	451
2019 Q2	$12K	Hold	264	–	–	0.01%	479
2019 Q1	$9K	Buy	264 +12	+5%	+$570	0.01%	489
2018 Q4	$8K	Buy	252 +77	+44%	+$3.46K	0.01%	467
2018 Q3	$7K	Hold	175	–	–	﹤0.01%	506
2018 Q2	$7K	Hold	175	–	–	﹤0.01%	510
2018 Q1	$8K	Hold	175	–	–	0.01%	460
2017 Q4	$9K	Buy	+175	New	+$9.76K	0.01%	461

Other funds holding HIG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Avestar Capital's HIG Position: Q3 2025 in Review

Avestar Capital sold out of Hartford Financial Services (HIG) in Q3 2025, closing a stake of 1,599 shares — an estimated $204K sold.

Avestar Capital first reported a position in HIG in Q4 2017 and held it in 13 quarters. The position peaked at $234K in Q2 2022. 1,126 funds tracked by Wall St. Rank hold HIG as of Q3 2025.

Avestar Capital reported no remaining Hartford Financial Services position as of Q3 2025 after selling out during the quarter.
Avestar Capital sold 1,599 Hartford Financial Services shares in Q3 2025, an estimated $204K.
Avestar Capital first reported a position in Hartford Financial Services in Q4 2017 and held it in 13 quarters.
Avestar Capital's Hartford Financial Services position peaked at $234K in Q2 2022.
1,126 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2025.

Based on Avestar Capital's 13F filing for Q3 2025, filed 7 Nov 2025.