Heritage Wealth Advisors

Position in HIG — Hartford Insurance Group, Inc.

CIK 1591122 RICHMOND, VA

Position in HIG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,839

-$54 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Heritage Wealth Advisors holds $48,232,229 across 3 Insurance - Diversified names. HIG ranks #2 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	100,644	$48,228,604
2	HIG	Hartford Insurance Group, Inc. This page	21	$2,839
3	BNT	Brookfield Wealth Solutions Ltd.	19	$786

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,839	21	0.0%	Shares	Sole	2026-05-14
2025-12-31	$2,893	21	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,801	21	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,664	21	0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,598	21	-59.6%	Shares	Sole	2025-05-08
2024-12-31	$5,688	52	+20.9%	Shares	Sole	2025-02-12
2024-09-30	$5,057	43	-86.8%	Shares	Sole	2024-11-12
2023-09-30	$23,045	325	0.0%	Shares	Sole	2024-12-12
2023-06-30	$23,406	325	0.0%	Shares	Sole	2024-12-12
2023-03-31	$22,649	325	-40.0%	Shares	Sole	2023-05-04
2022-12-31	$41,099	542	0.0%	Shares	Sole	2024-12-12
2022-09-30	$33,571	542	0.0%	Shares	Sole	2024-12-12
2022-06-30	$35,463	542	0.0%	Shares	Sole	2022-08-04
2022-03-31	$38,921	542	0.0%	Shares	Sole	2022-05-11
2021-12-31	$37,419	542	0.0%	Shares	Sole	2022-03-28
2021-09-30	$38,075	542	0.0%	Shares	Sole	2021-11-02
2021-06-30	$33,587	542	0.0%	Shares	Sole	2021-08-09
2021-03-31	$36,200	542	+8.0%	Shares	Sole	2021-04-27
2020-12-31	$24,587	502	0.0%	Shares	Sole	2021-02-01
2020-09-30	$18,503	502	0.0%	Shares	Sole	2020-11-03
2020-06-30	$19,352	502	-14.5%	Shares	Sole	2020-07-17
2020-03-31	$20,685	587	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.