Position in HIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$55,995,091
+$4,207,371 QoQ
Shares Held
414,073
+10.2% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Vest Financial, LLC holds $76,030,634 across 3 Insurance - Diversified names. HIG ranks #1 (73.6% of the industry book) .
All Filings in HIG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||