Creative Planning

Position in HIG — Hartford Insurance Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in HIG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$21,579,326

+$2,254,530 QoQ

Shares Held

159,575

+13.8% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1.1587028043239855.ToString("F0")% Shared 0.ToString("F0")% None 98.84129719567602.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $1,412,561,656 across 7 Insurance - Diversified names. HIG ranks #2 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	2,837,844	$1,359,894,844
2	HIG	Hartford Insurance Group, Inc. This page	159,575	$21,579,326
3	ACGL	Arch Capital Group Ltd.	111,780	$10,729,762
4	SLF	Sun Life Financial Inc	105,613	$6,607,148
5	AIG	American International Group, Inc.	73,082	$5,499,420
6	PLGO	Pelagos Insurance Capital Ltd	231,961	$4,432,774
7	AEG	Aegon Ltd.	525,948	$3,818,382

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,579,326	159,575	+13.8%	Shares	Defined	2026-05-12
2025-12-31	$19,324,796	140,238	+54.7%	Shares	Sole	2026-02-17
2025-09-30	$12,093,270	90,661	+2.9%	Shares	Defined	2025-11-14
2025-06-30	$11,179,276	88,116	-5.9%	Shares	Sole	2025-08-08
2025-03-31	$11,580,632	93,596	+14.7%	Shares	Sole	2025-05-15
2024-12-31	$8,925,398	81,585	+3.1%	Shares	Defined	2025-02-14
2024-09-30	$9,303,538	79,105	+2.9%	Shares	Defined	2024-10-11
2024-06-30	$7,728,300	76,868	+9.6%	Shares	Defined	2024-08-15
2024-03-31	$7,227,307	70,134	+14.8%	Shares	Defined	2024-05-13
2023-12-31	$4,911,217	61,100	+3.0%	Shares	Defined	2024-02-14
2023-09-30	$4,208,295	59,347	-0.8%	Shares	Defined	2023-11-16
2023-06-30	$4,308,956	59,830	+53.7%	Shares	Sole	2023-07-21
2023-03-31	$2,713,379	38,935	-5.9%	Shares	Sole	2023-05-15
2022-12-31	$3,136,935	41,368	+12.1%	Shares	Sole	2023-02-10
2022-09-30	$2,286,700	36,918	-4.2%	Shares	Sole	2022-11-03
2022-06-30	$2,520,559	38,523	+4.6%	Shares	Sole	2022-08-15
2022-03-31	$2,644,044	36,820	+3.6%	Shares	Sole	2022-05-16
2021-12-31	$2,454,717	35,555	-0.7%	Shares	Sole	2022-02-11
2021-09-30	$2,516,003	35,815	+8.3%	Shares	Sole	2021-11-10
2021-06-30	$2,049,657	33,075	-7.5%	Shares	Sole	2021-08-04
2021-03-31	$2,387,341	35,744	-3.8%	Shares	Sole	2021-04-30
2020-12-31	$1,819,558	37,149	-12.8%	Shares	Sole	2021-01-29
2020-09-30	$1,571,157	42,625	-1.4%	Shares	Sole	2020-11-05
2020-06-30	$1,666,593	43,232	-4.0%	Shares	Sole	2020-07-23
2020-03-31	$1,587,174	45,039	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.