Merit Financial Group, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1621225 ALPHARETTA, GA

Position in HIG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,763,968

+$145,539 QoQ

Shares Held

13,311

+11.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#435

of 1,192 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $77,535,134 across 5 Insurance - Diversified names. HIG ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	142,576	$71,343,599
2	AIG	American International Group, Inc.	32,999	$2,459,412
3	HIG	Hartford Insurance Group, Inc. This page	13,311	$1,763,968
4	ACGL	Arch Capital Group Ltd.	17,193	$1,668,749
5	SLF	Sun Life Financial Inc	3,818	$299,406

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,763,968	13,311	+11.2%	Shares	Other	2026-07-20
2026-03-31	$1,618,429	11,968	+3.0%	Shares	Other	2026-04-15
2025-12-31	$1,601,647	11,623	+16.0%	Shares	Other	2026-01-26
2025-06-30	$1,271,364	10,021	+20.5%	Shares	Sole	2025-07-22
2025-03-31	$1,029,062	8,317	+17.5%	Shares	Sole	2025-04-09
2024-12-31	$774,333	7,078	+251.4%	Shares	Sole	2025-01-15
2024-09-30	$236,866	2,014	-49.8%	Shares	Sole	2024-10-17
2024-06-30	$403,567	4,014	-7.2%	Shares	Sole	2024-08-13
2024-03-31	$445,588	4,324	-10.9%	Shares	Sole	2024-05-06
2023-12-31	$390,003	4,852	-12.8%	Shares	Sole	2024-02-06
2023-09-30	$394,543	5,564	+1.0%	Shares	Sole	2023-11-07
2023-06-30	$396,758	5,509	+27.4%	Shares	Sole	2023-08-01
2023-03-31	$301,269	4,323	+8.3%	Shares	Sole	2023-04-24
2022-12-31	$302,561	3,990	—	Shares	Sole	2023-01-13
No filing history on record for this holder in this stock.