Position in HIG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$27,033,814
-$6,412,216 QoQ
Shares Held
203,998
-17.5% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 1,192 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,913,434,114 across 7 Insurance - Diversified names. HIG ranks #2 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
3,502,106 | $1,841,472,424 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
203,998 | $27,033,814 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
205,203 | $19,917,003 | |
| 4 | AIG |
American International Group, Inc.
|
232,462 | $17,325,392 | |
| 5 | SLF |
Sun Life Financial Inc
|
80,366 | $6,302,301 | |
| 6 | AEG |
Aegon Ltd.
|
93,647 | $790,380 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
24,345 | $592,800 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,033,814 | 203,998 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,446,030 | 247,327 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $34,723,670 | 251,986 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $30,546,710 | 229,003 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,512,647 | 216,857 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,215,170 | 211,874 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $22,599,742 | 206,579 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $24,317,866 | 206,767 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,962,174 | 178,657 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $13,911,131 | 134,994 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,568,194 | 119,037 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,608,430 | 107,297 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,234,913 | 100,457 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,326,806 | 90,785 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,631,485 | 87,452 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,851,388 | 78,324 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,883,040 | 74,630 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,970,329 | 69,215 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,244,717 | 61,482 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,061,644 | 57,817 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,886,190 | 46,574 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,199,060 | 32,925 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,987,020 | 40,568 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,191,278 | 32,319 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,295,318 | 33,601 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $807,736 | 22,921 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||