Position in HIG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,744,890
-$719,947 QoQ
Shares Held
13,167
-27.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#439
of 1,192 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $41,545,423 across 5 Insurance - Diversified names. HIG ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
64,520 | $38,271,959 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
13,167 | $1,744,890 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
7,467 | $724,747 | |
| 4 | AIG |
American International Group, Inc.
|
6,425 | $478,855 | |
| 5 | SLF |
Sun Life Financial Inc
|
4,144 | $324,972 |
All Filings in HIG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,890 | 13,167 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,464,837 | 18,227 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,667,808 | 19,360 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,311,515 | 17,329 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,711,349 | 13,489 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,553,306 | 12,554 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $953,749 | 8,718 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,139,758 | 9,691 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $775,465 | 7,713 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $822,545 | 7,982 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $625,195 | 7,778 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $561,536 | 7,919 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $486,639 | 6,757 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $406,083 | 5,827 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||