Accurate Wealth Management, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1877728
WESLEY CHAPEL, FL
Position in HIG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,203,410
-$227,349 QoQ
Shares Held
16,627
-7.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#406
of 1,192 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Accurate Wealth Management, LLC holds $7,566,773 across 3 Insurance - Diversified names. HIG ranks #2 (29.1% of the industry book) .
All Filings in HIG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,203,410 | 16,627 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,430,759 | 17,975 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,047,555 | 7,602 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $919,457 | 6,893 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $809,176 | 6,378 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $687,196 | 5,554 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $477,093 | 4,361 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $448,446 | 3,813 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,555,496 | 35,364 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,726,803 | 36,165 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,927,359 | 36,419 | Shares | Sole | 2024-01-12 | |
| 2022-12-31 | $54,142 | 714 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||