Position in HIG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$104,364,005
+$501,821 QoQ
Shares Held
787,534
+2.5% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#49
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, 2026ASSETMARK, INC holds $332,296,851 across 7 Insurance - Diversified names. HIG ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
250,492 | $125,343,691 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
787,534 | $104,364,005 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
1,050,118 | $101,924,453 | |
| 4 | AIG |
American International Group, Inc.
|
6,545 | $487,798 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,059 | $161,466 | |
| 6 | AEG |
Aegon Ltd.
|
1,799 | $15,183 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
6 | $255 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,364,005 | 787,534 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $103,862,184 | 768,041 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $101,407,846 | 735,906 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $99,173,997 | 743,489 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $92,910,833 | 732,331 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $94,076,620 | 760,338 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $97,079,262 | 887,379 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $102,670,119 | 872,971 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $88,063,890 | 875,909 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $88,651,854 | 860,280 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $68,649,664 | 854,064 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $59,885,551 | 844,529 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $61,749,371 | 857,392 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $58,186,411 | 834,932 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $91,025,194 | 1,200,385 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $69,834,005 | 1,127,446 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $61,850,324 | 945,290 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $73,880,641 | 1,028,835 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $51,771,231 | 749,873 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $285,285 | 4,061 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $243,975 | 3,937 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $216,666 | 3,244 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $167,511 | 3,420 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $120,716 | 3,275 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $12,336 | 320 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,276 | 320 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||