Golden State Wealth Management, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1776033
SANTA ANA, CA
Position in HIG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$14,577
-$1,380 QoQ
Shares Held
110
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,064
of 1,192 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $3,641,244 across 6 Insurance - Diversified names. HIG ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
6,910 | $3,457,694 | |
| 2 | AIG |
American International Group, Inc.
|
1,672 | $124,614 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
408 | $39,600 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
This page
|
110 | $14,577 | |
| 5 | AEG |
Aegon Ltd.
|
559 | $4,717 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $42 |
All Filings in HIG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,577 | 110 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $15,957 | 118 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $16,260 | 118 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,740 | 118 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,970 | 118 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $12,909 | 118 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $4,123 | 117 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||