UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1463217
IRVING, TX
Position in HIG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,496,813
-$174,494 QoQ
Shares Held
11,295
-8.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#456
of 1,192 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $152,904,612 across 6 Insurance - Diversified names. HIG ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
266,093 | $139,137,073 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
101,476 | $9,849,260 | |
| 3 | AIG |
American International Group, Inc.
|
26,116 | $1,946,425 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
This page
|
11,295 | $1,496,813 | |
| 5 | AEG |
Aegon Ltd.
|
29,265 | $246,996 | |
| 6 | SLF |
Sun Life Financial Inc
|
2,908 | $228,045 |
All Filings in HIG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,496,813 | 11,295 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,671,307 | 12,359 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,561,549 | 11,332 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,429,407 | 10,716 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,483,617 | 11,694 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,534,375 | 12,401 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,327,459 | 12,134 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,408,144 | 11,973 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,179,032 | 11,727 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,225,779 | 11,895 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,026,613 | 12,772 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $641,168 | 9,042 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $989,050 | 13,733 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,165,983 | 16,731 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,381,850 | 18,223 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $954,247 | 15,406 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $801,452 | 12,249 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $678,245 | 9,445 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $264,699 | 3,834 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||