Advisor OS, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1767580 CHICAGO, IL

Position in HIG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$545,186

+$204,543 QoQ

Shares Held

4,114

+63.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#639

of 1,192 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisor OS, LLC holds $4,652,389 across 3 Insurance - Diversified names. HIG ranks #2 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	7,636	$3,820,975
2	HIG	Hartford Insurance Group, Inc. This page	4,114	$545,186
3	ACGL	Arch Capital Group Ltd.	2,949	$286,228

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,186	4,114	+63.3%	Shares	Sole	2026-08-05
2026-03-31	$340,643	2,519	+12.9%	Shares	Sole	2026-05-08
2025-12-31	$307,431	2,231	+4.3%	Shares	Sole	2026-02-04
2025-09-30	$285,453	2,140	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.