Bogart Wealth, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1715740 MCLEAN, VA

Position in HIG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$17,890

-$4,152 QoQ

Shares Held

135

-17.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,051

of 1,192 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $1,043,519 across 5 Insurance - Diversified names. HIG ranks #2 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	2,004	$1,002,781
2	HIG	Hartford Insurance Group, Inc. This page	135	$17,890
3	AIG	American International Group, Inc.	206	$15,353
4	ACGL	Arch Capital Group Ltd.	74	$7,182
5	SLF	Sun Life Financial Inc	4	$313

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,890	135	-17.2%	Shares	Sole	2026-07-24
2026-03-31	$22,042	163	+9.4%	Shares	Sole	2026-04-28
2025-12-31	$20,532	149	+24.2%	Shares	Sole	2026-01-30
2025-09-30	$16,006	120	+10.1%	Shares	Sole	2025-10-27
2025-06-30	$13,828	109	+289.3%	Shares	Sole	2025-07-30
2025-03-31	$3,464	28	-26.3%	Shares	Sole	2025-05-02
2024-12-31	$4,157	38	—	Shares	Sole	2025-01-30
2024-06-30	$0	0	-100.0%	Shares	Sole	2024-07-31
2024-03-31	$2,679	26	—	Shares	Sole	2024-04-25
No filing history on record for this holder in this stock.