Sowell Financial Services LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in HIG

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

Position Value

$459,314

-$70,922 QoQ

Shares Held

3,466

-11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#684

of 1,192 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $31,749,161 across 3 Insurance - Diversified names. HIG ranks #3 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	61,173	$30,610,357
2	AIG	American International Group, Inc.	9,117	$679,490
3	HIG	Hartford Insurance Group, Inc. This page	3,466	$459,314

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,314	3,466	-11.6%	Shares	Sole	2026-07-20
2026-03-31	$530,236	3,921	+18.2%	Shares	Sole	2026-04-20
2025-12-31	$457,220	3,318	-3.9%	Shares	Sole	2026-01-21
2025-09-30	$460,729	3,454	-6.7%	Shares	Sole	2025-10-17
2025-06-30	$469,672	3,702	-1.4%	Shares	Sole	2025-07-14
2025-03-31	$464,729	3,756	-67.9%	Shares	Sole	2025-04-17
2023-06-30	$843,426	11,711	-26.6%	Shares	Sole	2023-08-14
2022-12-31	$1,210,322	15,961	+908.9%	Shares	Sole	2023-02-09
2021-03-31	$105,661	1,582	-64.3%	Shares	Sole	2021-05-07
2020-12-31	$217,226	4,435	+11.2%	Shares	Sole	2021-01-13
2020-09-30	$146,997	3,988	-9.6%	Shares	Sole	2020-11-12
2020-06-30	$170,005	4,410	+66.5%	Shares	Sole	2020-08-13
2020-03-31	$93,315	2,648	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.