Blue Trust, Inc.

Position in HIG — Hartford Insurance Group, Inc.

CIK 1856022 BRENTWOOD, TN

Position in HIG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$223,428

-$27,288 QoQ

Shares Held

1,686

-9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#882

of 1,192 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Blue Trust, Inc. holds $14,630,278 across 6 Insurance - Diversified names. HIG ranks #2 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	27,703	$13,862,303
2	HIG	Hartford Insurance Group, Inc. This page	1,686	$223,428
3	SLF	Sun Life Financial Inc	2,562	$200,911
4	AEG	Aegon Ltd.	19,437	$164,048
5	AIG	American International Group, Inc.	1,429	$106,503
6	ACGL	Arch Capital Group Ltd.	753	$73,085

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,428	1,686	-9.1%	Shares	Sole	2026-07-21
2026-03-31	$250,716	1,854	-36.0%	Shares	Sole	2026-04-20
2025-12-31	$399,480	2,899	-0.8%	Shares	Sole	2026-01-16
2025-09-30	$389,764	2,922	+0.7%	Shares	Sole	2025-10-16
2025-06-30	$368,049	2,901	-10.9%	Shares	Sole	2025-07-24
2025-03-31	$402,863	3,256	-11.5%	Shares	Sole	2025-04-21
2024-12-31	$402,481	3,679	-28.6%	Shares	Other	2025-01-30
2024-09-30	$605,690	5,150	+61.5%	Shares	Other	2024-10-17
2024-06-30	$320,520	3,188	+43.5%	Shares	Sole	2024-07-18
2024-03-31	$228,976	2,222	-1.5%	Shares	Defined	2024-05-01
2023-12-31	$12,206	2,255	+15.9%	Shares	Other	2024-01-18
2023-09-30	$136,432	1,945	+136.6%	Shares	Sole	2023-10-11
2023-06-30	$57,977	822	-79.9%	Shares	Sole	2023-07-14
2023-03-31	$284,613	4,084	+20.0%	Shares	Sole	2023-04-17
2022-12-31	$211	3,403	+121.8%	Shares	Sole	2023-01-17
2022-09-30	$95,015	1,534	-11.1%	Shares	Other	2022-10-21
2022-06-30	$112,866	1,725	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.