Position in HIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$506,539,411
+$38,426,298 QoQ
Shares Held
3,822,362
+10.4% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#13
of 1,197 holders
Holding Since
Mar 2020
26 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, 2026FIRST TRUST ADVISORS LP holds $822,819,969 across 7 Insurance - Diversified names. HIG ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIG |
Hartford Insurance Group, Inc.
This page
|
3,822,362 | $506,539,411 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
306,633 | $157,177,834 | |
| 3 | AIG |
American International Group, Inc.
|
1,083,945 | $80,786,420 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
442,606 | $42,959,338 | |
| 5 | SLF |
Sun Life Financial Inc
|
444,993 | $34,896,351 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
13,448 | $327,458 | |
| 7 | AEG |
Aegon Ltd.
|
15,777 | $133,157 |
All Filings in HIG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,539,411 | 3,822,362 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $468,113,113 | 3,461,607 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $450,839,019 | 3,271,691 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $421,837,471 | 3,162,437 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $343,838,379 | 2,710,163 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $350,187,451 | 2,830,255 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $293,578,291 | 2,683,531 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $274,178,194 | 2,331,249 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $238,842,421 | 2,375,596 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $241,720,675 | 2,345,664 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $22,979,034 | 285,880 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,722,231 | 334,540 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,944,268 | 360,237 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,945,102 | 314,896 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $33,989,129 | 448,228 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $92,642,357 | 1,495,679 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $91,260,324 | 1,394,778 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $102,723,630 | 1,430,492 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $251,010,108 | 3,635,720 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $220,438,809 | 3,137,919 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $187,099,885 | 3,019,201 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $162,518,103 | 2,433,270 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $122,257,459 | 2,496,069 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $89,865,417 | 2,438,020 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $82,311,574 | 2,135,190 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $56,319,052 | 1,598,157 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||