AFFINITY INVESTMENT ADVISORS, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1520601 NEWPORT BEACH, CA

Position in HIG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,247,145

-$390,490 QoQ

Shares Held

9,411

-22.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#489

of 1,192 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Financial Services · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $1,624,999 across 2 Insurance - Diversified names. HIG ranks #1 (76.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HIG	Hartford Insurance Group, Inc. This page	9,411	$1,247,145
2	ACGL	Arch Capital Group Ltd.	3,893	$377,854

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,247,145	9,411	-22.3%	Shares	Sole	2026-08-05
2026-03-31	$1,637,635	12,110	+174.0%	Shares	Sole	2026-05-14
2025-12-31	$609,076	4,420	+102.6%	Shares	Sole	2026-02-12
2025-09-30	$291,056	2,182	0.0%	Shares	Sole	2025-11-10
2025-06-30	$276,830	2,182	0.0%	Shares	Sole	2025-08-14
2025-03-31	$269,978	2,182	0.0%	Shares	Sole	2025-05-13
2024-12-31	$238,710	2,182	-15.7%	Shares	Sole	2025-02-11
2024-09-30	$304,374	2,588	0.0%	Shares	Sole	2024-10-28
2024-06-30	$260,197	2,588	-13.7%	Shares	Sole	2024-08-13
2024-03-31	$309,150	3,000	0.0%	Shares	Sole	2024-05-03
2023-12-31	$241,140	3,000	-39.3%	Shares	Sole	2024-02-09
2023-09-30	$350,437	4,942	-10.9%	Shares	Sole	2023-10-26
2023-06-30	$399,278	5,544	+84.8%	Shares	Sole	2023-08-10
2023-03-31	$209,070	3,000	-10.7%	Shares	Sole	2023-05-05
2022-12-31	$254,788	3,360	-91.3%	Shares	Sole	2023-02-08
2020-06-30	$1,492,733	38,722	-17.5%	Shares	Sole	2020-08-13
2020-03-31	$1,654,130	46,939	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.