EverSource Wealth Advisors, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in HIG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$404,446
-$163,377 QoQ
Shares Held
3,052
-27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#711
of 1,197 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $10,893,339 across 9 Insurance - Diversified names. HIG ranks #2 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
19,227 | $9,620,991 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
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|
3,052 | $404,446 | |
| 3 | AIG |
American International Group, Inc.
|
3,889 | $289,841 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,523 | $244,877 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,704 | $212,044 | |
| 6 | AEG |
Aegon Ltd.
|
11,181 | $94,364 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
353 | $15,058 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
453 | $11,028 |
All Filings in HIG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,446 | 3,052 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $567,823 | 4,199 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $549,267 | 3,986 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $548,364 | 4,111 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $536,911 | 4,232 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $355,721 | 2,875 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $288,047 | 2,633 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $288,259 | 2,451 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $241,292 | 2,400 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $48,738 | 473 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $28,292 | 352 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,229 | 243 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $15,915 | 221 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,125 | 174 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $39,203 | 517 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $39,206 | 633 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $33,694 | 515 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $36,047 | 502 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $34,657 | 502 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||