EP Wealth Advisors, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1540569 TORRANCE, CA

Position in HIG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,286,367

+$97,940 QoQ

Shares Held

17,253

+6.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#402

of 1,192 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $164,204,204 across 5 Insurance - Diversified names. HIG ranks #2 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	255,992	$160,274,870
2	HIG	Hartford Insurance Group, Inc. This page	17,253	$2,286,367
3	AIG	American International Group, Inc.	12,613	$940,046
4	SLF	Sun Life Financial Inc	6,919	$542,587
5	AEG	Aegon Ltd.	18,997	$160,334

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,286,367	17,253	+6.6%	Shares	Sole	2026-08-12
2026-03-31	$2,188,427	16,183	-4.7%	Shares	Sole	2026-05-14
2025-12-31	$2,340,257	16,983	-0.3%	Shares	Sole	2026-02-18
2025-06-30	$2,160,342	17,028	+2.5%	Shares	Sole	2025-08-14
2025-03-31	$2,055,279	16,611	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$1,843,937	16,855	-2.8%	Shares	Sole	2025-02-14
2024-09-30	$2,039,827	17,344	+588.5%	Shares	Sole	2024-11-15
2024-06-30	$253,260	2,519	—	Shares	Sole	2024-08-19
No filing history on record for this holder in this stock.