Position in HIG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,635,822
-$148,563 QoQ
Shares Held
19,890
-3.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#381
of 1,192 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $174,718,539 across 4 Insurance - Diversified names. HIG ranks #4 (1.5% of the industry book) .
All Filings in HIG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,635,822 | 19,890 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,784,385 | 20,590 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,812,498 | 20,410 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,702,081 | 20,257 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,395,051 | 18,878 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,450,596 | 19,806 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,132,971 | 19,497 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,263,639 | 19,247 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,915,085 | 19,048 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,919,615 | 18,628 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,550,047 | 19,284 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,340,624 | 18,906 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,383,216 | 19,206 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,385,437 | 19,880 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $360,419 | 4,753 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $324,565 | 5,240 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $281,545 | 4,303 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $283,793 | 3,952 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $250,062 | 3,622 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $270,251 | 3,847 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $256,989 | 4,147 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $276,978 | 4,147 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||