Position in HIG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,565
+$2,185 QoQ
Shares Held
42
+68.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,109
of 1,192 holders
Holding Since
Jun 2025
5 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, 2026IMA Advisory Services, Inc. holds $4,776,567 across 4 Insurance - Diversified names. HIG ranks #3 (0.1% of the industry book) .
All Filings in HIG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,565 | 42 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,380 | 25 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,960 | 36 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $400 | 3 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $380 | 3 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||