Position in HIG
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$55,284,458
+$2,219,332 QoQ
Shares Held
408,818
+6.2% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 1.0872782331545257.ToString("F0")%
Shared 0.ToString("F0")%
None 98.91272176684548.ToString("F0")%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $59,779,819 across 7 Insurance - Diversified names. HIG ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIG |
Hartford Insurance Group, Inc.
This page
|
408,818 | $55,284,458 | |
| 2 | AIG |
American International Group, Inc.
|
37,342 | $2,809,985 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
17,355 | $1,665,906 | |
| 4 | IGIC |
International General Insurance Holdings Ltd.
|
400 | $9,690 | |
| 5 | SLF |
Sun Life Financial Inc
|
108 | $6,756 | |
| 6 | AEG |
Aegon Ltd.
|
411 | $2,983 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $41 |
All Filings in HIG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,284,458 | 408,818 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $53,065,126 | 385,088 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,660,454 | 57,429 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,122,481 | 56,140 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,836,577 | 55,254 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,391,560 | 49,283 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,398,651 | 45,903 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,368,865 | 43,454 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,920,331 | 38,043 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,965,539 | 36,894 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,322,940 | 32,759 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,201,291 | 30,565 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,929,994 | 27,694 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,805,739 | 23,813 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $819,032 | 13,223 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $490,332 | 7,494 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $461,670 | 6,687 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $268,425 | 3,821 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||