Atria Investments, Inc

Position in HIG — Hartford Insurance Group, Inc.

CIK 1535865 Charlotte, NC

Position in HIG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,312,080

-$556,798 QoQ

Shares Held

9,901

-28.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#478

of 1,192 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $29,657,306 across 5 Insurance - Diversified names. HIG ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	45,748	$22,891,841
2	ACGL	Arch Capital Group Ltd.	28,309	$2,747,671
3	AIG	American International Group, Inc.	35,151	$2,619,804
4	HIG	Hartford Insurance Group, Inc. This page	9,901	$1,312,080
5	AEG	Aegon Ltd.	10,179	$85,910

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,312,080	9,901	-28.4%	Shares	Sole	2026-07-28
2026-03-31	$1,868,878	13,820	+14.4%	Shares	Sole	2026-05-05
2025-12-31	$1,665,037	12,083	+17.0%	Shares	Sole	2026-02-05
2025-09-30	$1,377,118	10,324	-10.2%	Shares	Sole	2025-11-06
2025-06-30	$1,458,624	11,497	+7.7%	Shares	Sole	2025-08-04
2025-03-31	$1,320,322	10,671	+16.5%	Shares	Sole	2025-05-06
2024-12-31	$1,002,104	9,160	-17.0%	Shares	Sole	2025-02-06
2024-09-30	$1,297,473	11,032	-18.7%	Shares	Sole	2024-11-01
2024-06-30	$1,363,925	13,566	+5.3%	Shares	Sole	2024-08-13
2024-03-31	$1,327,593	12,883	-25.3%	Shares	Sole	2024-05-21
2023-09-30	$1,222,204	17,236	+6.6%	Shares	Sole	2023-11-07
2023-06-30	$1,164,779	16,173	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.