B. Riley Wealth Advisors, Inc.

Position in HIG — Hartford Insurance Group, Inc.

CIK 1464811 MEMPHIS, TN

Position in HIG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$553,536

-$11,995 QoQ

Shares Held

4,177

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#636

of 1,192 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $13,232,411 across 3 Insurance - Diversified names. HIG ranks #2 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	24,723	$12,371,141
2	HIG	Hartford Insurance Group, Inc. This page	4,177	$553,536
3	AIG	American International Group, Inc.	4,129	$307,734

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,536	4,177	-0.1%	Shares	Sole	2026-07-14
2026-03-31	$565,531	4,182	-2.8%	Shares	Sole	2026-04-27
2025-12-31	$592,815	4,302	-15.0%	Shares	Sole	2026-02-17
2025-09-30	$674,820	5,059	-60.2%	Shares	Sole	2025-10-31
2025-06-30	$1,612,644	12,711	-16.6%	Shares	Sole	2025-08-19
2024-12-31	$1,667,037	15,238	-9.4%	Shares	Sole	2025-02-25
2024-09-30	$1,977,847	16,817	-1.1%	Shares	Sole	2024-12-13
2024-06-30	$1,709,582	17,004	+1.1%	Shares	Sole	2024-08-19
2024-03-31	$1,734,022	16,827	+0.4%	Shares	Sole	2024-05-16
2023-12-31	$1,347,088	16,759	-0.4%	Shares	Sole	2024-03-15
2023-09-30	$1,193,202	16,827	-22.8%	Shares	Sole	2023-12-01
2023-06-30	$1,570,036	21,800	-3.6%	Shares	Sole	2023-07-27
2023-03-31	$1,575,899	22,613	-16.2%	Shares	Sole	2023-05-17
2022-12-31	$2,046,727	26,991	+19.9%	Shares	Sole	2023-03-15
2022-09-30	$1,394,888	22,520	+32.8%	Shares	Other	2022-11-22
2022-06-30	$1,109,234	16,953	-2.3%	Shares	Other	2022-08-12
2022-03-31	$1,245,759	17,348	-23.6%	Shares	Other	2022-05-02
2021-12-31	$1,567,829	22,709	+2.0%	Shares	Other	2022-01-28
2021-09-30	$1,563,765	22,260	-9.1%	Shares	Other	2021-11-16
2021-06-30	$1,518,141	24,498	+32.9%	Shares	Other	2021-08-10
2021-03-31	$1,230,806	18,428	-5.0%	Shares	Other	2021-05-13
2020-12-31	$950,016	19,396	-11.6%	Shares	Other	2021-02-04
2020-09-30	$808,929	21,946	+25.9%	Shares	Other	2020-11-09
2020-06-30	$672,196	17,437	-10.5%	Shares	Other	2020-07-31
2020-03-31	$686,862	19,491	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.