COLDSTREAM CAPITAL MANAGEMENT INC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1082339 BELLEVUE, WA

Position in HIG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,235,749

+$89,134 QoQ

Shares Held

9,325

+10.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#493

of 1,192 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $99,954,823 across 4 Insurance - Diversified names. HIG ranks #2 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	78,453	$96,880,223
2	HIG	Hartford Insurance Group, Inc. This page	9,325	$1,235,749
3	AIG	American International Group, Inc.	15,287	$1,139,340
4	ACGL	Arch Capital Group Ltd.	7,207	$699,511

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,235,749	9,325	+10.0%	Shares	Sole	2026-08-14
2026-03-31	$1,146,615	8,479	+6.2%	Shares	Sole	2026-05-08
2025-12-31	$1,099,919	7,982	-3.1%	Shares	Sole	2026-02-09
2025-09-30	$1,099,000	8,239	+6.6%	Shares	Sole	2025-11-19
2025-06-30	$980,958	7,732	-2.7%	Shares	Sole	2025-08-12
2025-03-31	$983,034	7,945	+6.6%	Shares	Sole	2025-05-13
2024-12-31	$815,467	7,454	+21.8%	Shares	Sole	2025-02-14
2024-06-30	$615,304	6,120	-0.6%	Shares	Sole	2024-08-07
2024-03-31	$634,788	6,160	-0.6%	Shares	Sole	2024-05-14
2023-12-31	$498,114	6,197	-0.4%	Shares	Sole	2024-02-09
2023-09-30	$441,272	6,223	-2.3%	Shares	Sole	2023-11-02
2023-06-30	$458,767	6,370	+3.4%	Shares	Sole	2023-08-03
2023-03-31	$429,220	6,159	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$456,344	6,018	+17.2%	Shares	Sole	2023-01-10
2022-03-31	$368,887	5,137	-10.2%	Shares	Sole	2022-05-11
2021-12-31	$394,908	5,720	+41.7%	Shares	Sole	2022-02-11
2021-06-30	$250,172	4,037	+0.7%	Shares	Sole	2021-08-16
2021-03-31	$267,761	4,009	—	Shares	Sole	2021-06-16
No filing history on record for this holder in this stock.