Position in HIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,825,053
+$137,441 QoQ
Shares Held
36,410
+5.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#298
of 1,192 holders
Holding Since
Dec 2021
14 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, 2026Summit Financial, LLC holds $92,863,027 across 4 Insurance - Diversified names. HIG ranks #2 (5.2% of the industry book) .
All Filings in HIG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,825,053 | 36,410 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,687,612 | 34,664 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $758,037 | 5,501 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $767,659 | 5,755 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $673,172 | 5,306 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $758,217 | 6,128 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $748,186 | 6,839 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $682,843 | 5,806 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $263,012 | 2,616 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $289,776 | 2,812 | Shares | Sole | 2024-04-24 | |
| 2022-09-30 | $220,630 | 3,562 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $211,731 | 3,236 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $232,377 | 3,236 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $223,413 | 3,236 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||