Crestwood Advisors Group, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1426853 BOSTON, MA

Position in HIG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$608,266

-$21,635 QoQ

Shares Held

4,590

-1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#620

of 1,192 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $126,624,582 across 4 Insurance - Diversified names. HIG ranks #3 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	170,231	$124,844,418
2	AIG	American International Group, Inc.	9,508	$708,631
3	HIG	Hartford Insurance Group, Inc. This page	4,590	$608,266
4	ACGL	Arch Capital Group Ltd.	4,773	$463,267

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608,266	4,590	-1.5%	Shares	Sole	2026-08-03
2026-03-31	$629,901	4,658	+15.9%	Shares	Sole	2026-05-05
2025-12-31	$553,818	4,019	+30.9%	Shares	Sole	2026-02-03
2025-09-30	$409,640	3,071	+40.4%	Shares	Sole	2025-11-07
2025-06-30	$277,464	2,187	+27.7%	Shares	Sole	2025-08-05
2025-03-31	$211,949	1,713	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.