Position in HIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,173,281
+$38,897 QoQ
Shares Held
16,071
+3.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4.380561259411362.ToString("F0")%
Shared 0.ToString("F0")%
None 95.61943874058863.ToString("F0")%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026CWM, LLC holds $217,325,359 across 9 Insurance - Diversified names. HIG ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
394,551 | $189,068,839 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
246,167 | $23,629,570 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
16,071 | $2,173,281 | |
| 4 | AIG |
American International Group, Inc.
|
19,937 | $1,500,259 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
25,160 | $480,807 | |
| 6 | SLF |
Sun Life Financial Inc
|
6,126 | $383,242 | |
| 7 | AEG |
Aegon Ltd.
|
11,651 | $84,586 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
106 | $4,388 |
All Filings in HIG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,173,281 | 16,071 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,134,384 | 15,489 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,066,744 | 15,494 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,010,762 | 15,849 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,871,911 | 15,129 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,624,043 | 14,845 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,769,795 | 15,048 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,401,728 | 13,942 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,261,744 | 12,244 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $910,142 | 11,323 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $648,755 | 9,149 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $612,890 | 8,510 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $592,295 | 8,499 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $606,640 | 8,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $245,654 | 3,966 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $399,908 | 6,112 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $306,628 | 4,270 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $221,963 | 3,215 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $232,449 | 3,751 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $250,529 | 3,751 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $183,723 | 3,751 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $138,261 | 3,751 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $144,601 | 3,751 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $132,185 | 3,751 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||