Position in HIG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,004,104
+$34,911 QoQ
Shares Held
7,577
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#530
of 1,192 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $29,038,681 across 7 Insurance - Diversified names. HIG ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
54,780 | $27,411,364 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
7,577 | $1,004,104 | |
| 3 | AIG |
American International Group, Inc.
|
3,630 | $270,543 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,925 | $186,840 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,817 | $142,489 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
890 | $21,671 | |
| 7 | XZO |
Exzeo Group, Inc.
|
99 | $1,670 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,104 | 7,577 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $969,193 | 7,167 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $982,789 | 7,132 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $223,294 | 1,674 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $188,275 | 1,484 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $214,795 | 1,736 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $303,585 | 2,775 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $309,431 | 2,631 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $82,744 | 823 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $154,265 | 1,497 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,206,986 | 15,016 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,181,502 | 16,662 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $211,522 | 2,937 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $198,268 | 2,845 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $680 | 12,726 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $760,065 | 12,271 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $768,606 | 11,747 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $413,051 | 5,752 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $118,058 | 1,710 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $118,863 | 1,692 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $121,647 | 1,963 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $118,552 | 1,775 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $93,845 | 1,916 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $66,495 | 1,804 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $28,102 | 729 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $23,540 | 668 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||