Position in HIG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,178,749
-$632,760 QoQ
Shares Held
39,079
-9.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#287
of 1,192 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $46,041,265 across 6 Insurance - Diversified names. HIG ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
72,163 | $36,109,643 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
39,079 | $5,178,749 | |
| 3 | AIG |
American International Group, Inc.
|
41,425 | $3,087,405 | |
| 4 | AEG |
Aegon Ltd.
|
75,890 | $640,511 | |
| 5 | SLF |
Sun Life Financial Inc
|
8,129 | $637,476 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
15,913 | $387,481 |
All Filings in HIG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,178,749 | 39,079 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,811,509 | 42,975 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,175,093 | 44,812 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,728,300 | 42,944 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $4,955,139 | 40,048 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,320,206 | 39,490 | Shares | Sole | 2025-01-23 | |
| 2024-03-31 | $448,061 | 4,348 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $356,404 | 4,434 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $291,156 | 4,106 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $272,019 | 3,777 | Shares | Sole | 2023-08-10 | |
| 2022-09-30 | $242,928 | 3,922 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $277,292 | 4,238 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $251,191 | 3,498 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $247,301 | 3,582 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $260,135 | 3,703 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $216,523 | 3,494 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $233,163 | 3,491 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||