Institute for Wealth Management, LLC.
Position in HIG — Hartford Insurance Group, Inc.
CIK 1533954
DENVER, CO
Position in HIG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,431,737
-$112,235 QoQ
Shares Held
25,896
-1.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#346
of 1,192 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $9,730,083 across 6 Insurance - Diversified names. HIG ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
9,616 | $4,811,750 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
25,896 | $3,431,737 | |
| 3 | AIG |
American International Group, Inc.
|
14,872 | $1,108,410 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,811 | $369,895 | |
| 5 | SLF |
Sun Life Financial Inc
|
70 | $5,489 | |
| 6 | AEG |
Aegon Ltd.
|
332 | $2,802 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,431,737 | 25,896 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,543,972 | 26,207 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,622,348 | 26,287 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,620,471 | 27,142 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,562,636 | 28,081 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,580,003 | 28,934 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,275,545 | 29,941 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,536,532 | 30,070 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,040,128 | 30,238 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,161,264 | 30,677 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,377,961 | 29,584 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,101,772 | 29,640 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,151,165 | 29,869 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,086,239 | 29,936 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,278,160 | 30,043 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,883,843 | 30,414 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,989,530 | 30,407 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,190,492 | 30,504 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,118,492 | 30,685 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,155,621 | 30,685 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,907,746 | 30,785 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,069,421 | 30,984 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,514,314 | 30,917 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,235,362 | 33,515 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,283,637 | 33,298 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,162,743 | 32,995 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||