Physician Wealth Advisors, Inc.
Position in HIG — Hartford Insurance Group, Inc.
CIK 1795173
MIDVALE, UT
Position in HIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$16,498
+$13,742 QoQ
Shares Held
122
+510.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $2,190,145 across 6 Insurance - Diversified names. HIG ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,474 | $2,143,940 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
207 | $19,869 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
122 | $16,498 | |
| 4 | AIG |
American International Group, Inc.
|
112 | $8,428 | |
| 5 | AEG |
Aegon Ltd.
|
126 | $914 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
12 | $496 |
All Filings in HIG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,498 | 122 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,756 | 20 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $13,739 | 103 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $507 | 4 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||