Avion Wealth

Position in HIG — Hartford Insurance Group, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in HIG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$13,384

+$3,783 QoQ

Shares Held

101

+42.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,069

of 1,192 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $2,405,861 across 4 Insurance - Diversified names. HIG ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	4,728	$2,365,843
2	AIG	American International Group, Inc.	205	$15,278
3	HIG	Hartford Insurance Group, Inc. This page	101	$13,384
4	ACGL	Arch Capital Group Ltd.	117	$11,356

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,384	101	+42.3%	Shares	Sole	2026-07-31
2026-03-31	$9,601	71	0.0%	Shares	Sole	2026-05-01
2025-12-31	$9,783	71	0.0%	Shares	Sole	2026-01-23
2025-09-30	$9,470	71	-6.6%	Shares	Sole	2025-10-24
2025-06-30	$9,642	76	+111.1%	Shares	Sole	2025-07-31
2025-03-31	$3	36	0.0%	Shares	Sole	2025-05-09
2024-12-31	$3	36	-12.2%	Shares	Sole	2025-01-29
2024-09-30	$4	41	+32.3%	Shares	Sole	2024-10-18
2024-06-30	$3,116	31	+19.2%	Shares	Sole	2024-07-26
2024-03-31	$3	26	-7.1%	Shares	Sole	2024-05-03
2023-12-31	$2	28	-41.7%	Shares	Sole	2024-01-26
2023-09-30	$498	48	+71.4%	Shares	Sole	2023-10-20
2023-06-30	$505	28	+300.0%	Shares	Sole	2023-07-14
2023-03-31	$487	7	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.