O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1423442
Stamford, CT
Position in HIG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$41,837,862
+$1,236,471 QoQ
Shares Held
309,383
+5.0% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $246,206,089 across 6 Insurance - Diversified names. HIG ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
317,440 | $152,117,248 | |
| 2 | AIG |
American International Group, Inc.
|
569,436 | $42,850,058 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
309,383 | $41,837,862 | |
| 4 | AEG |
Aegon Ltd.
|
536,195 | $3,892,775 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
38,971 | $3,740,826 | |
| 6 | SLF |
Sun Life Financial Inc
|
28,250 | $1,767,320 |
All Filings in HIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,837,862 | 309,383 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $40,601,391 | 294,640 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $39,292,425 | 294,568 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $36,340,261 | 286,437 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $45,216,509 | 365,445 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $58,063,503 | 530,745 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $67,046,873 | 570,078 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $67,953,879 | 675,889 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $75,684,968 | 734,449 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $50,515,212 | 628,455 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $46,756,279 | 659,375 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $40,189,608 | 558,034 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,989,251 | 286,831 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,740,198 | 168,010 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,230,215 | 132,874 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,560,209 | 69,696 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,810,336 | 66,987 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,302,918 | 62,325 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,455,878 | 49,194 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,940,538 | 47,451 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,511,504 | 37,603 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,081,821 | 62,920 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,274,372 | 61,703 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,368,627 | 61,443 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,515,531 | 43,006 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||