Position in HIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,042,339
+$7,176,213 QoQ
Shares Held
370,075
+19.5% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#90
of 1,197 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $61,478,030 across 2 Insurance - Diversified names. HIG ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIG |
Hartford Insurance Group, Inc.
This page
|
370,075 | $49,042,339 | |
| 2 | PLGO |
Pelagos Insurance Capital Ltd
|
510,706 | $12,435,691 |
All Filings in HIG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,042,339 | 370,075 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,866,126 | 309,592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,565,753 | 388,721 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $44,863,859 | 336,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,379,983 | 278,868 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||