Spire Wealth Management

Position in HIG — Hartford Insurance Group, Inc.

CIK 1858740 MCLEAN, VA

Position in HIG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$670,815

+$37,399 QoQ

Shares Held

5,062

+8.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#48

of 160 holders

Holding Since

Mar 2021

22 quarters on record

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $11,816,856 across 4 Insurance - Diversified names. HIG ranks #2 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	21,925	$10,971,050
2	HIG	Hartford Insurance Group, Inc. This page	5,062	$670,815
3	AIG	American International Group, Inc.	2,094	$156,065
4	ACGL	Arch Capital Group Ltd.	195	$18,926

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,815	5,062	+8.1%	Shares	Sole	2026-07-15
2026-03-31	$633,416	4,684	-71.8%	Shares	Sole	2026-04-22
2025-12-31	$2,287,892	16,603	+323.9%	Shares	Sole	2026-01-14
2025-09-30	$522,487	3,917	-73.1%	Shares	Sole	2025-10-23
2025-06-30	$1,845,958	14,550	+202.6%	Shares	Sole	2025-08-04
2025-03-31	$595,017	4,809	+17.4%	Shares	Sole	2025-04-23
2024-12-31	$448,102	4,096	-76.3%	Shares	Sole	2025-01-24
2024-09-30	$2,034,300	17,297	+483.8%	Shares	Sole	2024-10-15
2024-06-30	$297,900	2,963	+41.4%	Shares	Sole	2024-07-31
2024-03-31	$215,889	2,095	-7.5%	Shares	Sole	2024-04-24
2023-12-31	$182,141	2,266	+11.0%	Shares	Sole	2024-02-06
2023-09-30	$144,798	2,042	-4.0%	Shares	Sole	2023-11-08
2023-06-30	$153,186	2,127	+3.8%	Shares	Sole	2023-08-09
2023-03-31	$142,794	2,049	+8.5%	Shares	Sole	2023-05-09
2022-12-31	$143,167	1,888	+9.9%	Shares	Sole	2023-02-03
2022-09-30	$106,412	1,718	-16.3%	Shares	Sole	2022-11-07
2022-06-30	$134,262	2,052	-37.9%	Shares	Sole	2022-07-22
2022-03-31	$237,188	3,303	+5.5%	Shares	Sole	2022-04-18
2021-12-31	$216,095	3,130	+6.8%	Shares	Sole	2022-01-14
2021-09-30	$205,902	2,931	+1.0%	Shares	Sole	2021-10-22
2021-06-30	$179,836	2,902	-26.1%	Shares	Sole	2021-07-26
2021-03-31	$262,284	3,927	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.