Position in HIG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$61,995,771
+$6,000,680 QoQ
Shares Held
467,822
+13.0% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#82
of 1,197 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Vest Financial, LLC holds $82,802,487 across 2 Insurance - Diversified names. HIG ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIG |
Hartford Insurance Group, Inc.
This page
|
467,822 | $61,995,771 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
41,581 | $20,806,716 |
All Filings in HIG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,995,771 | 467,822 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $55,995,091 | 414,073 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $51,787,720 | 375,818 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $47,875,804 | 358,916 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $42,358,721 | 333,875 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $40,518,852 | 327,478 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $32,697,908 | 298,884 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $27,245,532 | 231,660 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $21,438,244 | 213,231 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $18,238,304 | 176,985 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||