Position in HIG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$288,496
+$23,716 QoQ
Shares Held
2,177
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#800
of 1,192 holders
Holding Since
Mar 2024
10 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, 2026MATHER GROUP, LLC. holds $24,713,468 across 5 Insurance - Diversified names. HIG ranks #4 (1.2% of the industry book) .
All Filings in HIG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,496 | 2,177 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $264,780 | 1,958 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $282,490 | 2,050 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $257,309 | 1,929 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $234,202 | 1,846 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $228,529 | 1,847 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $200,858 | 1,836 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $207,699 | 1,766 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $185,496 | 1,845 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $173,742 | 1,686 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||