AE Wealth Management LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1697723 TOPEKA, KS

Position in HIG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$642,973

+$195,103 QoQ

Shares Held

4,852

+46.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#604

of 1,192 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $154,029,508 across 5 Insurance - Diversified names. HIG ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	298,886	$151,804,576
2	ACGL	Arch Capital Group Ltd.	8,883	$862,164
3	HIG	Hartford Insurance Group, Inc. This page	4,852	$642,973
4	AIG	American International Group, Inc.	7,361	$548,599
5	AEG	Aegon Ltd.	20,284	$171,196

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$642,973	4,852	+46.5%	Shares	Other	2026-08-03
2026-03-31	$447,870	3,312	+13.0%	Shares	Other	2026-05-13
2025-12-31	$404,022	2,932	+14.4%	Shares	Other	2026-01-26
2025-09-30	$341,737	2,562	+2.2%	Shares	Other	2025-11-03
2025-06-30	$318,182	2,508	+4.4%	Shares	Other	2025-08-06
2025-03-31	$297,319	2,403	+19.7%	Shares	Other	2025-05-06
2024-12-31	$219,561	2,007	-0.7%	Shares	Other	2025-02-13
2024-09-30	$237,803	2,022	-92.2%	Shares	Other	2024-11-14
2023-12-31	$2,086,986	25,964	+280.4%	Shares	Sole	2024-02-14
2023-09-30	$484,031	6,826	+113.2%	Shares	Sole	2023-10-11
2023-06-30	$230,536	3,201	+0.8%	Shares	Sole	2023-07-10
2023-03-31	$221,335	3,176	-8.8%	Shares	Sole	2023-04-14
2022-12-31	$264,040	3,482	+2.2%	Shares	Sole	2023-01-31
2022-09-30	$211,091	3,408	+6.8%	Shares	Sole	2022-10-25
2022-06-30	$208,721	3,190	-7.8%	Shares	Sole	2022-08-03
2022-03-31	$248,318	3,458	+3.0%	Shares	Sole	2022-04-18
2021-12-31	$231,767	3,357	-7.1%	Shares	Sole	2022-01-20
2021-03-31	$241,445	3,615	-49.6%	Shares	Sole	2021-04-27
2020-09-30	$264,507	7,176	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.