Avior Wealth Management, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1599868 OMAHA, NE

Position in HIG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$335,805

-$16,739 QoQ

Shares Held

2,534

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#757

of 1,197 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avior Wealth Management, LLC holds $53,869,302 across 3 Insurance - Diversified names. HIG ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	104,840	$52,460,887
2	ACGL	Arch Capital Group Ltd.	11,051	$1,072,610
3	HIG	Hartford Insurance Group, Inc. This page	2,534	$335,805

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,805	2,534	-2.8%	Shares	Sole	2026-07-07
2026-03-31	$352,544	2,607	+2.2%	Shares	Sole	2026-04-09
2025-12-31	$351,527	2,551	+0.4%	Shares	Sole	2026-01-06
2025-09-30	$338,810	2,540	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$321,107	2,531	+1134.6%	Shares	Sole	2025-07-17
2025-03-31	$25,364	205	-91.9%	Shares	Sole	2025-04-21
2024-12-31	$278,094	2,542	-20.4%	Shares	Sole	2025-01-17
2024-09-30	$375,527	3,193	+0.2%	Shares	Sole	2024-11-08
2024-06-30	$320,520	3,188	-24.1%	Shares	Sole	2024-08-13
2024-03-31	$432,912	4,201	+11.3%	Shares	Sole	2024-04-30
2023-12-31	$303,353	3,774	+1.6%	Shares	Sole	2024-01-30
2023-09-30	$263,501	3,716	0.0%	Shares	Sole	2023-10-17
2023-06-30	$267,625	3,716	-17.2%	Shares	Sole	2023-07-19
2023-03-31	$312,628	4,486	+0.7%	Shares	Sole	2023-05-10
2022-12-31	$337,898	4,456	0.0%	Shares	Other	2023-02-14
2022-09-30	$276,004	4,456	0.0%	Shares	Other	2022-10-26
2022-06-30	$291,556	4,456	0.0%	Shares	Other	2022-08-10
2022-03-31	$319,985	4,456	0.0%	Shares	Other	2022-05-13
2021-12-31	$307,642	4,456	0.0%	Shares	Other	2022-02-14
2021-09-30	$313,034	4,456	-6.6%	Shares	Other	2021-11-02
2021-06-30	$295,782	4,773	+4.9%	Shares	Sole	2021-07-27
2021-03-31	$303,960	4,551	-20.1%	Shares	Sole	2021-05-11
2020-12-31	$278,891	5,694	+0.4%	Shares	Sole	2021-02-09
2020-09-30	$209,143	5,674	-19.5%	Shares	Other	2020-10-20
2020-06-30	$271,816	7,051	+30.0%	Shares	Other	2020-07-02
2020-03-31	$191,071	5,422	—	Shares	Other	2020-04-01
No filing history on record for this holder in this stock.