Asset Dedication, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1475896 SAN FRANCISCO, CA

Position in HIG

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

Position Value

$288,098

-$5,351 QoQ

Shares Held

2,174

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#801

of 1,192 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Asset Dedication, LLC holds $4,991,048 across 5 Insurance - Diversified names. HIG ranks #2 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	9,235	$4,621,101
2	HIG	Hartford Insurance Group, Inc. This page	2,174	$288,098
3	ACGL	Arch Capital Group Ltd.	437	$42,415
4	SLF	Sun Life Financial Inc	462	$36,230
5	AIG	American International Group, Inc.	43	$3,204

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,098	2,174	+0.2%	Shares	Sole	2026-07-30
2026-03-31	$293,449	2,170	-3.3%	Shares	Sole	2026-05-29
2025-12-31	$309,085	2,243	0.0%	Shares	Sole	2026-01-26
2025-09-30	$299,193	2,243	0.0%	Shares	Sole	2025-11-20
2025-06-30	$284,569	2,243	0.0%	Shares	Sole	2025-08-19
2025-03-31	$277,526	2,243	0.0%	Shares	Sole	2025-05-01
2024-12-31	$245,384	2,243	+0.1%	Shares	Sole	2025-01-23
2024-09-30	$263,446	2,240	+22.5%	Shares	Sole	2024-10-15
2024-06-30	$183,887	1,829	0.0%	Shares	Sole	2024-08-06
2024-03-31	$188,478	1,829	-0.5%	Shares	Sole	2024-04-16
2023-12-31	$147,818	1,839	-8.1%	Shares	Sole	2024-02-08
2023-09-30	$141,961	2,002	-14.3%	Shares	Sole	2023-11-13
2023-06-30	$168,166	2,335	0.0%	Shares	Sole	2023-08-22
2023-03-31	$162,726	2,335	-1.7%	Shares	Sole	2023-04-24
2022-12-31	$180,096	2,375	+1.9%	Shares	Sole	2023-01-19
2022-09-30	$144,382	2,331	+726.6%	Shares	Sole	2022-10-27
2022-03-31	$20,250	282	0.0%	Shares	Sole	2022-04-21
2021-12-31	$19,469	282	0.0%	Shares	Sole	2022-01-21
2021-09-30	$19,810	282	0.0%	Shares	Sole	2021-10-18
2021-06-30	$17,475	282	0.0%	Shares	Sole	2021-07-21
2021-03-31	$18,834	282	0.0%	Shares	Sole	2021-05-03
2020-12-31	$13,812	282	0.0%	Shares	Sole	2021-01-28
2020-09-30	$10,394	282	0.0%	Shares	Sole	2020-10-20
2020-06-30	$10,871	282	0.0%	Shares	Sole	2020-08-24
2020-03-31	$9,937	282	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.