Position in HIG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$382,717
-$18,780 QoQ
Shares Held
2,888
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#722
of 1,192 holders
Holding Since
Sep 2020
24 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, 2026HBK Sorce Advisory LLC holds $20,496,362 across 5 Insurance - Diversified names. HIG ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
30,280 | $18,145,207 | |
| 2 | SLF |
Sun Life Financial Inc
|
18,460 | $1,447,633 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
2,888 | $382,717 | |
| 4 | AIG |
American International Group, Inc.
|
3,542 | $263,985 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,646 | $256,820 |
All Filings in HIG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,717 | 2,888 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $401,497 | 2,969 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $397,966 | 2,888 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $383,362 | 2,874 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $346,355 | 2,730 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $915,849 | 7,402 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $812,842 | 7,430 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $872,901 | 7,422 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $762,495 | 7,584 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $710,941 | 6,899 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $689,499 | 8,578 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $679,743 | 9,586 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $691,247 | 9,598 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $668,884 | 9,598 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,455,632 | 19,196 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $587,562 | 9,486 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $620,668 | 9,486 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $681,189 | 9,486 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $866,866 | 12,556 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $882,059 | 12,556 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $792,038 | 12,781 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $843,891 | 12,635 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $618,862 | 12,635 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $481,023 | 13,050 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||