Clearstead Trust, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1708001 PORTLAND, ME

Position in HIG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$29,286

+$2,240 QoQ

Shares Held

221

+10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,012

of 1,192 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Trust, LLC holds $7,124,239 across 4 Insurance - Diversified names. HIG ranks #2 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	11,140	$7,071,043
2	HIG	Hartford Insurance Group, Inc. This page	221	$29,286
3	ACGL	Arch Capital Group Ltd.	145	$14,073
4	AIG	American International Group, Inc.	132	$9,837

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,286	221	+10.5%	Shares	Sole	2026-08-06
2026-03-31	$27,046	200	0.0%	Shares	Sole	2026-05-06
2025-12-31	$27,560	200	-8.3%	Shares	Sole	2026-02-09
2025-09-30	$29,079	218	+36.2%	Shares	Sole	2025-11-10
2025-06-30	$20,299	160	+32.2%	Shares	Sole	2025-08-08
2025-03-31	$14,971	121	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.