Cornerstone Planning Group LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in HIG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,227
-$2,651 QoQ
Shares Held
130
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,057
of 1,198 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Cornerstone Planning Group LLC holds $717,369 across 6 Insurance - Diversified names. HIG ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,231 | $615,980 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
367 | $35,621 | |
| 3 | SLF |
Sun Life Financial Inc
|
441 | $34,583 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
This page
|
130 | $17,227 | |
| 5 | AIG |
American International Group, Inc.
|
125 | $9,316 | |
| 6 | AEG |
Aegon Ltd.
|
550 | $4,642 |
All Filings in HIG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,227 | 130 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $19,878 | 147 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,260 | 118 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $28,011 | 210 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,298 | 26 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,732 | 14 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $656 | 6 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $705 | 6 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $301 | 3 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||