Position in HIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,075,130
-$147,645 QoQ
Shares Held
15,659
-4.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#416
of 1,197 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, 2026Allworth Financial LP holds $110,266,610 across 9 Insurance - Diversified names. HIG ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
160,564 | $106,536,856 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
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|
15,659 | $2,075,130 | |
| 3 | AIG |
American International Group, Inc.
|
14,275 | $1,063,915 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,572 | $346,698 | |
| 5 | AEG |
Aegon Ltd.
|
10,826 | $91,371 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,088 | $85,320 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
1,915 | $46,630 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
434 | $18,514 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,075,130 | 15,659 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,222,775 | 16,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,049,499 | 14,873 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,273,741 | 9,549 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,197,652 | 9,440 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,057,149 | 8,544 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $886,249 | 8,101 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $950,288 | 8,080 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,134,493 | 11,284 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,172,605 | 11,379 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $929,755 | 11,567 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $871,696 | 12,293 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $844,506 | 11,726 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,134,622 | 16,281 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,241,640 | 16,374 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $996,304 | 16,085 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,035,822 | 15,831 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,101,996 | 15,346 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,106,918 | 16,033 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,134,467 | 16,149 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $707,325 | 11,414 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $760,270 | 11,383 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $555,482 | 11,341 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $416,038 | 11,287 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $433,147 | 11,236 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $393,842 | 11,176 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||