Integrated Wealth Concepts LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1737109
WALTHAM, MA
Position in HIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,361,377
+$196,506 QoQ
Shares Held
10,273
+19.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#471
of 1,192 holders
Holding Since
Dec 2021
19 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, 2026Integrated Wealth Concepts LLC holds $74,144,274 across 9 Insurance - Diversified names. HIG ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
114,871 | $62,718,746 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
91,045 | $8,836,827 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
10,273 | $1,361,377 | |
| 4 | AIG |
American International Group, Inc.
|
10,032 | $747,684 | |
| 5 | SLF |
Sun Life Financial Inc
|
4,719 | $370,063 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
3,752 | $91,361 | |
| 7 | AEG |
Aegon Ltd.
|
1,407 | $11,875 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
121 | $5,161 |
All Filings in HIG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,361,377 | 10,273 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,164,871 | 8,614 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $440,684 | 3,198 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $858,097 | 6,433 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,082,074 | 8,529 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $844,086 | 6,822 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $730,026 | 6,673 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $815,037 | 6,930 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $675,327 | 6,717 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $677,347 | 6,573 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $512,020 | 6,370 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $416,950 | 5,880 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $410,009 | 5,693 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $325,521 | 4,671 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $298,163 | 3,932 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $253,396 | 4,091 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $586,710 | 8,967 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $285,085 | 3,970 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $271,396 | 3,931 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||