Global Retirement Partners, LLC
PensionPosition in HIG — Hartford Insurance Group, Inc.
CIK 1749744
San Rafael, CA
Position in HIG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$743,702
+$252,032 QoQ
Shares Held
5,612
+57.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#578
of 1,192 holders
Holding Since
Mar 2020
22 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, 2026Global Retirement Partners, LLC holds $27,864,502 across 8 Insurance - Diversified names. HIG ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
50,916 | $25,477,857 | |
| 2 | AIG |
American International Group, Inc.
|
14,148 | $1,054,450 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
5,612 | $743,702 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,698 | $358,927 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,411 | $189,070 | |
| 6 | AEG |
Aegon Ltd.
|
3,625 | $30,595 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
215 | $9,171 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
30 | $730 |
All Filings in HIG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,702 | 5,612 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $491,670 | 3,568 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $216,892 | 1,626 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $199,947 | 1,576 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $195,607 | 1,788 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $191,233 | 1,626 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $161,869 | 1,610 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $143,239 | 1,390 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $114,139 | 1,420 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $112,675 | 1,589 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $82,030 | 1,139 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $76,659 | 1,100 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $49,289 | 650 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,652 | 285 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $28,789 | 440 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $31,021 | 432 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $18,616 | 265 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,921 | 31 | Shares | Sole | 2021-07-15 | |
| 2020-12-31 | $8,816 | 180 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $71,397 | 1,937 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $74,671 | 1,937 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $68,259 | 1,937 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||