Transamerica Financial Advisors, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in HIG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$367,875
-$39,032 QoQ
Shares Held
2,776
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#734
of 1,192 holders
Holding Since
Jun 2020
17 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, 2026Transamerica Financial Advisors, LLC holds $838,146 across 6 Insurance - Diversified names. HIG ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIG |
Hartford Insurance Group, Inc.
This page
|
2,776 | $367,875 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
580 | $290,226 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
1,823 | $176,940 | |
| 4 | AIG |
American International Group, Inc.
|
29 | $2,161 | |
| 5 | SLF |
Sun Life Financial Inc
|
7 | $548 | |
| 6 | AEG |
Aegon Ltd.
|
47 | $396 |
All Filings in HIG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,875 | 2,776 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $406,907 | 3,009 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $300,817 | 2,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $267,180 | 2,003 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $181,677 | 1,432 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $185,595 | 1,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $166,725 | 1,524 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $180,296 | 1,533 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $104,561 | 1,040 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $107,172 | 1,040 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $87,855 | 1,093 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $91,615 | 1,292 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $91,825 | 1,275 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $61 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $65 | 1 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $6,514 | 169 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||