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HIG · Hartford Insurance Group, Inc. · Held by Funds

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$136.76 -2.69 (-1.93%) At close · Oct 23
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$37.04B
Shares
270.87M
Volume · Oct 23 1.06M Avg daily vol (3M) 1.59M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of HIG by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 24.01% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.83% 13,094,228
Index ETFs 19.18% 51,952,093
Active ETFs 2.44% 6,606,762
Active funds 11.08% 30,004,201
Unclassified 1.63% 4,408,978
All registered funds 39.16% 106,066,262
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding HIG

928 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 8,702,282 $1,153,226,411 0.05%
VANGUARD 500 INDEX FUND 7,102,091 $941,169,099 0.06%
VANGUARD MID-CAP INDEX FUND 5,940,053 $787,175,824 0.35%
iShares Core S&P 500 ETF 3,770,304 $499,640,686 0.06%
Fidelity 500 Index Fund 3,569,097 $453,739,302 0.05%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 3,322,336 $440,275,967 0.06%
First Trust Rising Dividend Achievers ETF 3,224,739 $427,342,412 1.75%
iShares U.S. Equity Factor Rotation Active ETF 2,626,919 $372,786,075 0.97%
VANGUARD VALUE INDEX FUND 2,609,411 $345,799,146 0.14%
State Street(R) Financial Select Sector SPDR(R) ETF 1,854,314 $245,733,691 0.48%
Victory Sycamore Established Value Fund 1,790,000 $237,210,800 1.54%
VANGUARD MID-CAP VALUE INDEX FUND 1,760,702 $233,328,229 0.63%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 1,551,020 $220,105,248 0.17%
Invesco S&P 500 Equal Weight ETF 1,441,693 $204,590,654 0.21%
VANGUARD INSTITUTIONAL INDEX FUND 1,488,087 $197,201,289 0.06%
MFS Mid Cap Value Fund 1,436,080 $190,309,322 1.10%
Strategic Advisers Fidelity U.S. Total Stock Fund 1,304,822 $165,882,021 0.07%
VANGUARD EQUITY INCOME FUND 1,205,766 $159,788,110 0.24%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 1,101,810 $156,357,857 0.16%
iShares Russell Mid-Cap ETF 1,125,906 $149,205,063 0.26%
Franklin Mutual Shares Fund 1,121,946 $148,680,284 2.13%
Fidelity Mid Cap Index Fund 1,037,113 $147,176,706 0.28%
Franklin Mutual Beacon Fund 1,100,992 $145,903,460 4.25%
JPMorgan Mid Cap Value Fund 1,086,643 $144,001,930 1.29%
THE U.S. LARGE CAP VALUE SERIES 975,111 $138,378,002 0.45%
T. Rowe Price Dividend Growth Fund, Inc. 921,111 $122,065,630 0.52%
Fidelity Equity-Income Fund 825,559 $117,155,078 0.99%
Fidelity Series Value Discovery Fund 799,100 $113,400,281 0.64%
Fidelity Series Stock Selector Large Cap Value Fund 728,373 $103,363,412 0.60%
iShares ESG Aware MSCI USA ETF 659,033 $90,537,954 0.50%
Schwab S&P 500 Index Fund 612,617 $86,936,478 0.06%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 654,638 $86,752,628 0.06%
iShares Russell 1000 Value ETF 610,663 $80,925,061 0.10%
Avantis U.S. Large Cap Value ETF 608,059 $77,302,541 0.60%
Invesco S&P 500 Quality ETF 495,640 $70,336,272 0.36%
VIP Equity-Income Portfolio 524,644 $69,525,823 0.97%
Invesco S&P 500 Low Volatility ETF 539,777 $68,621,850 0.99%
FT Vest Rising Dividend Achievers Target Income ETF 473,842 $67,242,918 1.87%
iShares Core Dividend Growth ETF 472,760 $67,089,372 0.16%
Fidelity Total Market Index Fund 526,948 $66,990,899 0.05%
Fidelity SAI U.S. Low Volatility Index Fund 469,344 $66,604,607 0.28%
U.S. CORE EQUITY 2 PORTFOLIO 462,207 $65,591,795 0.17%
Transamerica Large Cap Value 427,089 $60,608,200 2.27%
iShares MSCI USA Quality Factor ETF 425,712 $60,412,790 0.13%
iShares S&P 500 Value ETF 450,663 $59,721,861 0.13%
U.S. CORE EQUITY 1 PORTFOLIO 420,335 $59,649,740 0.14%
VANGUARD FINANCIALS INDEX FUND 450,687 $57,295,838 0.43%
Invesco Diversified Dividend Fund 403,350 $57,239,399 0.54%
iShares ESG Optimized MSCI USA ETF 401,502 $56,977,149 1.41%
iShares Russell Mid-Cap Value ETF 419,611 $55,606,850 0.36%
Showing 1–50 of 928 positions
Key facts CIK 874766 CUSIP 416515104 13F (30d) 290 filings 275 filers Visit website Investor relations