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Avion Wealth’s Hartford Financial Services HIG Stock Holding History

Avion 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 		$13K Buy
101
+30
+42% +$4.01K ﹤0.01% 510
2026
Q1 		$9K Hold
71
– – ﹤0.01% 516
2025
Q4 		$9K Hold
71
– – ﹤0.01% 512
2025
Q3 		$9K Sell
71
-5
-7% -$641 ﹤0.01% 507
2025
Q2 		$9K Buy
76
+40
+111% +$4.97K ﹤0.01% 498
2025
Q1 		$3K Hold
36
– – ﹤0.01% 640
2024
Q4 		$3K Sell
36
-5
-12% -$580 ﹤0.01% 638
2024
Q3 		$4K Buy
41
+10
+32% +$1.1K ﹤0.01% 566
2024
Q2 		$3K Buy
31
+5
+19% +$502 ﹤0.01% 560
2024
Q1 		$3K Sell
26
-2
-7% -$183 ﹤0.01% 564
2023
Q4 		$2K Sell
28
-20
-42% -$1.51K ﹤0.01% 572
2023
Q3 		$2K Buy
48
+20
+71% +$1.45K ﹤0.01% 482
2023
Q2 		$1K Buy
28
+21
+300% +$1.48K ﹤0.01% 585
2023
Q1 		$0 Buy
+7
New +$520 ﹤0.01% 635

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

Avion Wealth's HIG Position: Q2 2026 in Review

Avion Wealth increased its Hartford Financial Services (HIG) stake by 42% in Q2 2026, buying an estimated $4.01K and bringing the position to 101 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Avion Wealth first reported a position in HIG in Q1 2023 and has held it in 14 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Avion Wealth held 101 shares of Hartford Financial Services worth $13K as of Q2 2026.
  • Avion Wealth bought 30 Hartford Financial Services shares in Q2 2026, an estimated $4.01K.
  • Hartford Financial Services made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #510 holding.
  • Avion Wealth first reported a position in Hartford Financial Services in Q1 2023 and has held it in 14 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.