CX Institutional

Position in HIG — Hartford Insurance Group, Inc.

CIK 1737089 AUBURN, IN

Position in HIG

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$1,208,979

-$33,379 QoQ

Shares Held

9,123

-0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#498

of 1,192 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CX Institutional holds $9,744,022 across 5 Insurance - Diversified names. HIG ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	15,051	$7,531,369
2	HIG	Hartford Insurance Group, Inc. This page	9,123	$1,208,979
3	AIG	American International Group, Inc.	6,246	$465,514
4	ACGL	Arch Capital Group Ltd.	4,588	$445,311
5	SLF	Sun Life Financial Inc	1,184	$92,849

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,208,979	9,123	-0.7%	Shares	Sole	2026-07-02
2026-03-31	$1,242,358	9,187	+151.0%	Shares	Sole	2026-04-06
2025-12-31	$504,348	3,660	+11.3%	Shares	Sole	2026-02-02
2025-09-30	$438,719	3,289	+2.2%	Shares	Sole	2025-10-23
2025-06-30	$408,267	3,218	-25.3%	Shares	Sole	2025-07-16
2025-03-31	$533,152	4,309	-24.6%	Shares	Sole	2025-04-15
2024-12-31	$625,111	5,714	+2.3%	Shares	Sole	2025-01-21
2024-09-30	$656,616	5,583	+0.5%	Shares	Sole	2024-10-11
2024-06-30	$558,499	5,555	+84.1%	Shares	Sole	2024-07-11
2024-03-31	$311,004	3,018	+8.6%	Shares	Sole	2024-04-15
2023-12-31	$223,456	2,780	+253.2%	Shares	Sole	2024-01-12
2022-06-30	$51,493	787	-3.7%	Shares	Sole	2022-08-02
2021-09-30	$57,394	817	+21.9%	Shares	Sole	2021-11-10
2021-06-30	$41,519	670	-1.8%	Shares	Sole	2021-08-04
2021-03-31	$45,550	682	+3.5%	Shares	Sole	2021-04-15
2020-12-31	$32,277	659	+5.9%	Shares	Sole	2021-01-12
2020-09-30	$22,926	622	-98.7%	Shares	Sole	2020-10-13
2020-06-30	$1,856,645	48,162	+30.1%	Shares	Sole	2020-08-06
2020-03-31	$1,304,690	37,023	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.