Connecticut Wealth Management, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1689829
FARMINGTON, CT
Position in HIG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$699,970
-$35,140 QoQ
Shares Held
5,282
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#585
of 1,192 holders
Holding Since
Mar 2020
23 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, 2026Connecticut Wealth Management, LLC holds $19,005,270 across 4 Insurance - Diversified names. HIG ranks #4 (3.7% of the industry book) .
All Filings in HIG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,970 | 5,282 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $735,110 | 5,436 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,008,282 | 7,317 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $976,014 | 7,317 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,010,900 | 7,968 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,006,791 | 8,137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,056,257 | 9,655 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,381,329 | 11,745 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,248,405 | 12,417 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $946,823 | 9,188 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $864,406 | 10,754 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $762,566 | 10,754 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $616,563 | 8,561 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $649,719 | 9,323 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $745,788 | 9,835 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $602,428 | 9,726 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $850,590 | 13,000 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $408,670 | 5,691 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $391,940 | 5,677 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $408,012 | 5,808 | Shares | Sole | 2021-11-02 | |
| 2020-12-31 | $237,650 | 4,852 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $293,558 | 7,615 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $267,436 | 7,589 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||