Position in HIG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,150,128
-$132,200 QoQ
Shares Held
31,317
-1.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#321
of 1,192 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Ballentine Partners, LLC holds $29,200,838 across 5 Insurance - Diversified names. HIG ranks #2 (14.2% of the industry book) .
All Filings in HIG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,150,128 | 31,317 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,282,328 | 31,667 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,262,705 | 30,934 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,797,879 | 28,472 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,630,764 | 28,618 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $3,576,539 | 28,906 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $2,819,456 | 25,772 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $3,027,163 | 25,739 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $2,448,047 | 24,349 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,322,540 | 22,538 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $1,569,901 | 19,531 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $951,682 | 13,421 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $736,764 | 10,230 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $425,805 | 6,110 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $448,610 | 5,916 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $291,488 | 4,706 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $282,133 | 4,312 | 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. | ||||||