CAPTRUST FINANCIAL ADVISORS
Position in HIG — Hartford Insurance Group, Inc.
CIK 1512024
RALEIGH, NC
Position in HIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,704,625
+$7,865 QoQ
Shares Held
27,395
+2.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 46.64354809271765.ToString("F0")%
Shared 0.ToString("F0")%
None 53.356451907282356.ToString("F0")%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $506,826,102 across 7 Insurance - Diversified names. HIG ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,010,888 | $484,417,529 | |
| 2 | AIG |
American International Group, Inc.
|
94,973 | $7,146,718 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
66,310 | $6,365,096 | |
| 4 | SLF |
Sun Life Financial Inc
|
75,616 | $4,730,536 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
This page
|
27,395 | $3,704,625 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
6,631 | $274,523 | |
| 7 | AEG |
Aegon Ltd.
|
25,768 | $187,075 |
All Filings in HIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,704,625 | 27,395 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,696,760 | 26,827 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,319,276 | 24,884 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,093,724 | 24,385 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,712,656 | 21,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,339,519 | 21,385 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,367,606 | 20,131 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,901,915 | 18,917 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,459,076 | 43,271 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,499,993 | 55,984 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,843,109 | 54,197 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,161,459 | 57,782 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,568,615 | 51,207 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,924,050 | 51,748 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,093,221 | 49,939 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,997,544 | 45,813 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,224,197 | 44,899 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,096,236 | 44,847 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,138,137 | 44,671 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,786,171 | 44,960 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,037,141 | 45,473 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,927,069 | 39,344 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,453,389 | 39,430 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,514,590 | 39,289 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,418,304 | 40,247 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||