Geneos Wealth Management Inc.
Position in HIG — Hartford Insurance Group, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in HIG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,595,938
+$38,630 QoQ
Shares Held
12,043
+4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#446
of 1,192 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $34,888,606 across 6 Insurance - Diversified names. HIG ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
65,862 | $32,956,686 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
12,043 | $1,595,938 | |
| 3 | AIG |
American International Group, Inc.
|
2,286 | $170,375 | |
| 4 | IGIC |
International General Insurance Holdings Ltd.
|
5,135 | $134,382 | |
| 5 | SLF |
Sun Life Financial Inc
|
241 | $18,899 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
127 | $12,326 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,595,938 | 12,043 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,557,308 | 11,516 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,673,718 | 12,146 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,578,003 | 11,830 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,547,433 | 12,197 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,450,734 | 11,725 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $608,264 | 5,560 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $648,736 | 5,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $410,404 | 4,082 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $411,169 | 3,990 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $310,829 | 3,867 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $331,929 | 4,681 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $278,717 | 3,870 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $43,347 | 622 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $47,166 | 622 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $38,526 | 622 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $200,281 | 3,061 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $226,416 | 3,153 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $189,860 | 2,750 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $182,509 | 2,598 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $160,998 | 2,598 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $285,594 | 4,276 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $209,438 | 4,276 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $96,278 | 2,612 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $111,293 | 2,887 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $101,737 | 2,887 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||