Bay Harbor Wealth Management, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1767989 Hunt Valley, MD

Position in HIG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,216

+$1,590 QoQ

Shares Held

+26.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,095

of 1,192 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $151,809 across 4 Insurance - Diversified names. HIG ranks #2 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	258	$129,100
2	HIG	Hartford Insurance Group, Inc. This page	62	$8,216
3	AIG	American International Group, Inc.	102	$7,602
4	ACGL	Arch Capital Group Ltd.	71	$6,891

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,216	62	+26.5%	Shares	Other	2026-07-28
2026-03-31	$6,626	49	+44.1%	Shares	Other	2026-04-14
2025-12-31	$4,685	34	+54.5%	Shares	Other	2026-02-02
2025-09-30	$2,934	22	+22.2%	Shares	Other	2025-10-09
2025-06-30	$2,283	18	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$1,113	9	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.