ASSETMARK, INC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1344551 CONCORD, CA

Position in HIG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$103,862,184

+$2,454,338 QoQ

Shares Held

768,041

+4.4% QoQ

Ownership

0.280%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ASSETMARK, INC holds $326,903,143 across 7 Insurance - Diversified names. HIG ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	253,243	$121,354,045
2	HIG	Hartford Insurance Group, Inc. This page	768,041	$103,862,184
3	ACGL	Arch Capital Group Ltd.	1,036,532	$99,496,706
4	AIG	American International Group, Inc.	27,458	$2,066,214
5	SLF	Sun Life Financial Inc	1,841	$115,172
6	AEG	Aegon Ltd.	1,181	$8,574
7	BNT	Brookfield Wealth Solutions Ltd.	6	$248

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$103,862,184	768,041	+4.4%	Shares	Sole	2026-05-06
2025-12-31	$101,407,846	735,906	-1.0%	Shares	Sole	2026-01-23
2025-09-30	$99,173,997	743,489	+1.5%	Shares	Sole	2025-11-06
2025-06-30	$92,910,833	732,331	-3.7%	Shares	Sole	2025-08-04
2025-03-31	$94,076,620	760,338	-14.3%	Shares	Sole	2025-05-06
2024-12-31	$97,079,262	887,379	+1.7%	Shares	Sole	2025-02-06
2024-09-30	$102,670,119	872,971	-0.3%	Shares	Sole	2024-11-01
2024-06-30	$88,063,890	875,909	+1.8%	Shares	Sole	2024-08-13
2024-03-31	$88,651,854	860,280	+0.7%	Shares	Sole	2024-05-07
2023-12-31	$68,649,664	854,064	+1.1%	Shares	Sole	2024-02-09
2023-09-30	$59,885,551	844,529	-1.5%	Shares	Sole	2023-10-27
2023-06-30	$61,749,371	857,392	+2.7%	Shares	Defined	2023-08-11
2023-03-31	$58,186,411	834,932	-30.4%	Shares	Defined	2023-05-05
2022-12-31	$91,025,194	1,200,385	+6.5%	Shares	Defined	2023-02-10
2022-09-30	$69,834,005	1,127,446	+19.3%	Shares	Sole	2022-11-01
2022-06-30	$61,850,324	945,290	-8.1%	Shares	Sole	2022-08-03
2022-03-31	$73,880,641	1,028,835	+37.2%	Shares	Sole	2022-05-13
2021-12-31	$51,771,231	749,873	+18365.2%	Shares	Sole	2022-02-14
2021-09-30	$285,285	4,061	+3.1%	Shares	Sole	2021-11-12
2021-06-30	$243,975	3,937	+21.4%	Shares	Sole	2021-08-16
2021-03-31	$216,666	3,244	-5.1%	Shares	Sole	2021-05-14
2020-12-31	$167,511	3,420	+4.4%	Shares	Sole	2021-02-10
2020-09-30	$120,716	3,275	+923.4%	Shares	Sole	2020-11-13
2020-06-30	$12,336	320	0.0%	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.