Pinnacle Wealth Planning Services, Inc.
Position in HIG — Hartford Insurance Group, Inc.
CIK 1726752
MANSFIELD, OH
Position in HIG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$293,399
-$4,647 QoQ
Shares Held
2,214
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#794
of 1,192 holders
Holding Since
Mar 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,177,391 across 7 Insurance - Diversified names. HIG ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10,352 | $5,180,037 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
3,419 | $331,848 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
2,214 | $293,399 | |
| 4 | AIG |
American International Group, Inc.
|
2,533 | $188,784 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,708 | $133,941 | |
| 6 | AEG |
Aegon Ltd.
|
5,776 | $48,749 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
26 | $633 |
All Filings in HIG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,399 | 2,214 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $298,046 | 2,204 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $300,817 | 2,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $290,923 | 2,181 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $274,419 | 2,163 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $296,141 | 2,518 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $253,159 | 2,518 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $259,479 | 2,518 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $202,959 | 2,525 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $398,372 | 5,618 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $404,608 | 5,618 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $391,518 | 5,618 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $424,723 | 5,601 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $354,110 | 5,717 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $403,114 | 6,161 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $372,622 | 5,189 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $358,247 | 5,189 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $367,758 | 5,235 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $324,598 | 5,238 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $350,246 | 5,244 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $258,075 | 5,269 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $201,076 | 5,216 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $212,461 | 6,029 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||