Steward Partners Investment Advisory, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1723397
STAMFORD, CT
Position in HIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,936,775
+$282,211 QoQ
Shares Held
22,161
+12.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#367
of 1,197 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $122,251,912 across 7 Insurance - Diversified names. HIG ranks #2 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
220,348 | $116,995,082 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
22,161 | $2,936,775 | |
| 3 | AIG |
American International Group, Inc.
|
13,932 | $1,038,351 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
6,700 | $650,302 | |
| 5 | SLF |
Sun Life Financial Inc
|
7,938 | $622,497 | |
| 6 | AEG |
Aegon Ltd.
|
752 | $6,346 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
60 | $2,559 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,936,775 | 22,161 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,654,564 | 19,630 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,613,514 | 18,966 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,483,455 | 18,618 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,614,928 | 12,729 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,577,310 | 12,748 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,404,258 | 12,836 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,024,265 | 8,709 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $715,543 | 7,117 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $748,761 | 7,266 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $578,334 | 7,195 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $541,823 | 7,641 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $581,777 | 8,078 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $576,824 | 8,277 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $576,004 | 7,596 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $451,914 | 7,296 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $439,558 | 6,718 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $482,922 | 6,725 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $453,109 | 6,563 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $468,918 | 6,675 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $412,224 | 6,652 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $906,206 | 13,568 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $331,153 | 6,761 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $253,265 | 6,871 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $262,679 | 6,814 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $268,035 | 7,606 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||