Ballentine Partners, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1374889 Waltham, MA

Position in HIG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,282,328

+$19,623 QoQ

Shares Held

31,667

+2.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

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

Financial Services · as of Mar 31, 2026

Ballentine Partners, LLC holds $26,931,069 across 4 Insurance - Diversified names. HIG ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	44,592	$21,368,485
2	HIG	Hartford Insurance Group, Inc. This page	31,667	$4,282,328
3	ACGL	Arch Capital Group Ltd.	9,267	$889,538
4	AEG	Aegon Ltd.	53,818	$390,718

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,282,328	31,667	+2.4%	Shares	Other	2026-05-14
2025-12-31	$4,262,705	30,934	+8.6%	Shares	Sole	2026-02-03
2025-09-30	$3,797,879	28,472	-0.5%	Shares	Sole	2025-11-03
2025-06-30	$3,630,764	28,618	-1.0%	Shares	Other	2025-07-15
2025-03-31	$3,576,539	28,906	+12.2%	Shares	Other	2025-05-01
2024-12-31	$2,819,456	25,772	+0.1%	Shares	Other	2025-01-16
2024-09-30	$3,027,163	25,739	+5.7%	Shares	Other	2024-10-23
2024-06-30	$2,448,047	24,349	+8.0%	Shares	Sole	2024-08-06
2024-03-31	$2,322,540	22,538	+15.4%	Shares	Other	2024-04-11
2023-12-31	$1,569,901	19,531	+45.5%	Shares	Other	2024-01-23
2023-09-30	$951,682	13,421	+31.2%	Shares	Other	2023-10-19
2023-06-30	$736,764	10,230	+67.4%	Shares	Other	2023-07-26
2023-03-31	$425,805	6,110	+3.3%	Shares	Other	2023-04-27
2022-12-31	$448,610	5,916	+25.7%	Shares	Other	2023-01-27
2022-09-30	$291,488	4,706	+9.1%	Shares	Other	2022-10-26
2022-06-30	$282,133	4,312	-9.5%	Shares	Other	2022-08-09
2022-03-31	$342,101	4,764	—	Shares	Other	2022-05-05
No filing history on record for this holder in this stock.