Position in HIG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$258,148
-$6,497 QoQ
Shares Held
1,948
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#830
of 1,198 holders
Holding Since
Jun 2022
17 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, 2026PRIVATE TRUST CO NA holds $6,825,659 across 6 Insurance - Diversified names. HIG ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
12,305 | $6,157,298 | |
| 2 | AIG |
American International Group, Inc.
|
3,753 | $279,711 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
1,948 | $258,148 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
812 | $78,812 | |
| 5 | SLF |
Sun Life Financial Inc
|
651 | $51,051 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
15 | $639 |
All Filings in HIG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,148 | 1,948 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $264,645 | 1,957 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $276,702 | 2,008 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $153,398 | 1,150 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $87,032 | 686 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $133,999 | 1,083 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $77,236 | 706 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $95,852 | 815 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $89,178 | 887 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $97,794 | 949 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $83,434 | 1,038 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $121,256 | 1,710 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $181,994 | 2,527 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $98,123 | 1,408 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $107,375 | 1,416 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $79,592 | 1,285 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $109,398 | 1,672 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||