Independent Advisor Alliance
Position in HIG — Hartford Insurance Group, Inc.
CIK 1696899
CHARLOTTE, NC
Position in HIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,444,335
-$52,390 QoQ
Shares Held
10,899
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#460
of 1,192 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $72,023,264 across 6 Insurance - Diversified names. HIG ranks #2 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
126,457 | $67,767,915 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
10,899 | $1,444,335 | |
| 3 | SLF |
Sun Life Financial Inc
|
13,164 | $1,032,320 | |
| 4 | AIG |
American International Group, Inc.
|
12,618 | $940,419 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
6,852 | $665,054 | |
| 6 | AEG |
Aegon Ltd.
|
20,524 | $173,221 |
All Filings in HIG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,444,335 | 10,899 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,496,725 | 11,068 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,524,205 | 11,061 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,648,032 | 12,355 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,558,344 | 12,283 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,365,731 | 11,038 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,199,898 | 10,968 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $687,076 | 5,842 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $597,206 | 5,940 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $523,700 | 5,082 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $403,105 | 5,015 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $370,930 | 5,231 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $410,297 | 5,697 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $292,698 | 4,200 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $298,364 | 4,817 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $258,710 | 3,954 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $300,309 | 4,182 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $342,047 | 4,869 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||