Position in HIG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$11,264
-$230 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,078
of 1,192 holders
Holding Since
Mar 2022
15 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, 2026GoalVest Advisory LLC holds $4,582,785 across 3 Insurance - Diversified names. HIG ranks #2 (0.2% of the industry book) .
All Filings in HIG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,264 | 85 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $11,494 | 85 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,713 | 85 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $11,338 | 85 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,783 | 85 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,888 | 88 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $9,299 | 85 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,996 | 85 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,545 | 85 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,216 | 235 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $24,515 | 305 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $3,829 | 54 | Shares | Sole | 2023-10-10 | |
| 2022-09-30 | $14,865 | 240 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $15,703 | 240 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $17,521 | 244 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||