Position in HIG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$247,812
+$12,646 QoQ
Shares Held
1,870
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#837
of 1,192 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $56,747,798 across 5 Insurance - Diversified names. HIG ranks #5 (0.4% of the industry book) .
All Filings in HIG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,812 | 1,870 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $235,166 | 1,763 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||