Summit Trail Advisors, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1698478 NEW YORK, NY

Position in HIG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,322,549

+$94,255 QoQ

Shares Held

9,980

+9.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#474

of 1,192 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $53,272,900 across 6 Insurance - Diversified names. HIG ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	83,249	$46,147,064
2	ACGL	Arch Capital Group Ltd.	30,381	$2,948,779
3	AIG	American International Group, Inc.	31,729	$2,364,762
4	HIG	Hartford Insurance Group, Inc. This page	9,980	$1,322,549
5	SLF	Sun Life Financial Inc	4,350	$341,127
6	AEG	Aegon Ltd.	17,609	$148,619

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,322,549	9,980	+9.9%	Shares	Sole	2026-08-11
2026-03-31	$1,228,294	9,083	+26.2%	Shares	Sole	2026-05-12
2025-12-31	$991,746	7,197	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$962,809	7,218	+8.5%	Shares	Sole	2025-11-14
2025-06-30	$844,066	6,653	+93.1%	Shares	Sole	2025-08-14
2024-09-30	$405,166	3,445	+3.7%	Shares	Sole	2024-11-12
2024-06-30	$334,094	3,323	+18.1%	Shares	Sole	2024-08-13
2024-03-31	$289,879	2,813	+7.6%	Shares	Sole	2024-04-23
2023-12-31	$210,193	2,615	-29.2%	Shares	Sole	2024-02-06
2023-09-30	$262,012	3,695	+12.6%	Shares	Sole	2023-10-30
2023-06-30	$236,297	3,281	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.