Position in HIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$243,041
+$11,528 QoQ
Shares Held
1,834
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#846
of 1,192 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $57,058,590 across 5 Insurance - Diversified names. HIG ranks #4 (0.4% of the industry book) .
All Filings in HIG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,041 | 1,834 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $231,513 | 1,712 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $627,954 | 4,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $308,797 | 2,315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $330,115 | 2,602 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $355,971 | 2,877 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $305,116 | 2,789 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $271,443 | 2,308 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $232,850 | 2,316 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $256,388 | 2,488 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $215,579 | 2,682 | Shares | Sole | 2024-02-07 | |
| 2022-12-31 | $201,783 | 2,661 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $200,933 | 3,244 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $313,245 | 4,690 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $206,597 | 4,218 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||