Position in HIG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$173,468
-$2,466 QoQ
Shares Held
1,309
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#922
of 1,192 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, 2026JFS WEALTH ADVISORS, LLC holds $54,617,526 across 6 Insurance - Diversified names. HIG ranks #3 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
103,121 | $51,600,717 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
28,189 | $2,736,024 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
1,309 | $173,468 | |
| 4 | SLF |
Sun Life Financial Inc
|
928 | $72,773 | |
| 5 | AIG |
American International Group, Inc.
|
413 | $30,780 | |
| 6 | AEG |
Aegon Ltd.
|
446 | $3,764 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,468 | 1,309 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $175,934 | 1,301 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $180,655 | 1,311 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $167,938 | 1,259 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $159,856 | 1,260 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $156,270 | 1,263 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $137,734 | 1,259 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $106,672 | 907 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $125,976 | 1,253 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $129,121 | 1,253 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $100,716 | 1,253 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $87,857 | 1,239 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $86,568 | 1,202 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $83,209 | 1,194 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $92,133 | 1,215 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $73,708 | 1,190 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $80,544 | 1,231 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $86,315 | 1,202 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $76,565 | 1,109 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $73,411 | 1,045 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $21,813 | 352 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $23,510 | 352 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $17,240 | 352 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $12,974 | 352 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $13,569 | 352 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $12,404 | 352 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||