Position in HIG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,120,854
+$805,092 QoQ
Shares Held
8,458
+262.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#513
of 1,192 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $65,556,310 across 9 Insurance - Diversified names. HIG ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
116,513 | $61,295,338 | |
| 2 | AIG |
American International Group, Inc.
|
17,900 | $1,334,087 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
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|
8,458 | $1,120,854 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
10,862 | $1,054,265 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
12,075 | $294,026 | |
| 6 | SLF |
Sun Life Financial Inc
|
2,991 | $234,554 | |
| 7 | AEG |
Aegon Ltd.
|
25,356 | $214,004 | |
| 8 | XZO |
Exzeo Group, Inc.
|
514 | $8,671 |
All Filings in HIG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,854 | 8,458 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $315,762 | 2,335 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $731,855 | 5,311 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,477,160 | 11,074 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $161,251 | 1,271 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $114,202 | 923 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $284,877 | 2,604 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $37,399 | 318 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $31,066 | 309 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,987 | 29 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,330 | 29 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,205 | 17 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,232 | 31 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,160 | 31 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,350 | 31 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $1,920 | 31 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||