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Avior Wealth Management’s Hartford Financial Services HIG Stock Holding History

Avior Wealth Management’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 		$336K Sell
2,534
-73
-3% -$9.76K 0.01% 627
2026
Q1 		$353K Buy
2,607
+56
+2% +$7.64K 0.01% 640
2025
Q4 		$352K Buy
2,551
+11
+0.4% +$1.45K 0.01% 565
2025
Q3 		$339K Buy
2,540
+9
+0.4% +$1.15K 0.01% 561
2025
Q2 		$321K Buy
2,531
+2,326
+1,135% +$289K 0.01% 551
2025
Q1 		$25.4K Sell
205
-2,337
-92% -$268K ﹤0.01% 718
2024
Q4 		$278K Sell
2,542
-651
-20% -$75.5K 0.01% 606
2024
Q3 		$376K Buy
3,193
+5
+0.2% +$548 0.02% 528
2024
Q2 		$321K Sell
3,188
-1,013
-24% -$102K 0.01% 556
2024
Q1 		$433K Buy
4,201
+427
+11% +$39.1K 0.02% 492
2023
Q4 		$303K Buy
3,774
+58
+2% +$4.37K 0.02% 445
2023
Q3 		$264K Hold
3,716
– – 0.02% 471
2023
Q2 		$268K Sell
3,716
-770
-17% -$54.1K 0.02% 466
2023
Q1 		$313K Buy
4,486
+30
+0.7% +$2.23K 0.02% 443
2022
Q4 		$338K Hold
4,456
– – 0.03% 383
2022
Q3 		$276K Hold
4,456
– – 0.02% 394
2022
Q2 		$291K Hold
4,456
– – 0.03% 360
2022
Q1 		$319K Hold
4,456
– – 0.03% 373
2021
Q4 		$307K Hold
4,456
– – 0.03% 388
2021
Q3 		$313K Sell
4,456
-317
-7% -$21K 0.03% 375
2021
Q2 		$295K Buy
4,773
+222
+5% +$14.5K 0.03% 368
2021
Q1 		$303K Sell
4,551
-1,143
-20% -$61.8K 0.03% 358
2020
Q4 		$277K Buy
5,694
+20
+0.4% +$863 0.03% 355
2020
Q3 		$209K Sell
5,674
-1,377
-20% -$54.9K 0.03% 367
2020
Q2 		$271K Buy
7,051
+1,629
+30% +$62.1K 0.04% 345
2020
Q1 		$191K Hold
5,422
– – 0.04% 351
2019
Q4 		$329K Hold
5,422
– – 0.05% 306
2019
Q3 		$328K Hold
5,422
– – 0.06% 282
2019
Q2 		$302K Hold
5,422
– – 0.05% 295
2019
Q1 		$269K Buy
+5,422
New +$257K 0.06% 299

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

Avior Wealth Management's HIG Position: Q2 2026 in Review

Avior Wealth Management reduced its Hartford Financial Services (HIG) stake by 2.8% in Q2 2026, selling an estimated $9.76K and leaving 2,534 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #627.

Avior Wealth Management first reported a position in HIG in Q1 2019 and has held it in 30 quarters since. The position peaked at $433K in Q1 2024. 1,197 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Avior Wealth Management held 2,534 shares of Hartford Financial Services worth $336K as of Q2 2026.
  • Avior Wealth Management sold 73 Hartford Financial Services shares in Q2 2026, an estimated $9.76K.
  • Hartford Financial Services made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Avior Wealth Management first reported a position in Hartford Financial Services in Q1 2019 and has held it in 30 quarters since.
  • Avior Wealth Management's Hartford Financial Services position peaked at $433K in Q1 2024.
  • 1,197 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.