Steward Partners Investment Advisory, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1723397
STAMFORD, CT
Position in HIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,654,564
+$41,050 QoQ
Shares Held
19,630
+3.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $141,559,815 across 7 Insurance - Diversified names. HIG ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
284,657 | $136,407,634 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
19,630 | $2,654,564 | |
| 3 | AIG |
American International Group, Inc.
|
18,141 | $1,365,110 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
6,578 | $631,422 | |
| 5 | SLF |
Sun Life Financial Inc
|
7,942 | $496,851 | |
| 6 | AEG |
Aegon Ltd.
|
435 | $3,158 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
26 | $1,076 |
All Filings in HIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2021-05-17 | |
| 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. | ||||||