Position in HIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$567,425
+$16,639 QoQ
Shares Held
4,196
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026SHP Wealth Management holds $3,446,883 across 6 Insurance - Diversified names. HIG ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
5,931 | $2,842,135 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
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|
4,196 | $567,425 | |
| 3 | AIG |
American International Group, Inc.
|
441 | $33,185 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
25 | $2,399 | |
| 5 | AEG |
Aegon Ltd.
|
154 | $1,118 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
15 | $621 |
All Filings in HIG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $567,425 | 4,196 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $550,786 | 3,997 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||