Lido Advisors, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1650150 Los Angeles, CA

Position in HIG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,280,539

-$271,900 QoQ

Shares Held

9,663

-15.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#483

of 1,192 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $156,470,395 across 4 Insurance - Diversified names. HIG ranks #3 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	290,189	$152,691,168
2	AIG	American International Group, Inc.	24,811	$1,849,163
3	HIG	Hartford Insurance Group, Inc. This page	9,663	$1,280,539
4	ACGL	Arch Capital Group Ltd.	6,692	$649,525

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,280,539	9,663	-15.8%	Shares	Defined	2026-08-07
2026-03-31	$1,552,439	11,480	+29.5%	Shares	Defined	2026-05-13
2025-12-31	$1,221,183	8,862	+5.3%	Shares	Defined	2026-02-10
2025-09-30	$1,122,609	8,416	+11.7%	Shares	Sole	2025-11-14
2025-06-30	$956,217	7,537	+30.6%	Shares	Defined	2025-08-13
2025-03-31	$714,292	5,773	+9.4%	Shares	Sole	2025-05-15
2024-12-31	$577,084	5,275	+1.6%	Shares	Sole	2025-02-14
2024-09-30	$610,748	5,193	-93.5%	Shares	Sole	2024-11-14
2024-06-30	$8,011,729	79,687	+2333.2%	Shares	Sole	2024-08-15
2024-03-31	$337,488	3,275	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$263,807	3,282	+7.5%	Shares	Sole	2024-02-14
2023-09-30	$216,488	3,053	+2.9%	Shares	Sole	2023-11-14
2022-12-31	$224,987	2,967	-40.8%	Shares	Sole	2023-02-14
2021-03-31	$334,818	5,013	-3.8%	Shares	Sole	2021-05-13
2020-12-31	$255,185	5,210	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.