WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1632972
PLYMOUTH, MN
Position in HIG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$40,050,989
+$24,905,635 QoQ
Shares Held
302,226
+169.9% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#104
of 1,192 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $449,780,459 across 7 Insurance - Diversified names. HIG ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
723,113 | $361,838,514 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
302,226 | $40,050,989 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
385,850 | $37,450,601 | |
| 4 | AIG |
American International Group, Inc.
|
108,703 | $8,101,634 | |
| 5 | SLF |
Sun Life Financial Inc
|
21,328 | $1,672,541 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
14,457 | $352,027 | |
| 7 | AEG |
Aegon Ltd.
|
37,222 | $314,153 |
All Filings in HIG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,050,989 | 302,226 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,145,354 | 111,997 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $25,142,023 | 182,453 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $19,956,077 | 149,607 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,963,417 | 125,825 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,639,309 | 77,906 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $8,723,133 | 74,170 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,338,615 | 72,992 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,292,026 | 61,058 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,076,881 | 63,161 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,225,455 | 59,589 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||