McElhenny Sheffield Capital Management, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1886813 DALLAS, TX

Position in HIG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$326,661

-$21,015 QoQ

Shares Held

2,465

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#763

of 1,192 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McElhenny Sheffield Capital Management, LLC holds $1,154,048 across 3 Insurance - Diversified names. HIG ranks #3 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	968	$484,377
2	ACGL	Arch Capital Group Ltd.	3,534	$343,010
3	HIG	Hartford Insurance Group, Inc. This page	2,465	$326,661

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,661	2,465	-4.1%	Shares	Sole	2026-07-22
2026-03-31	$347,676	2,571	-61.1%	Shares	Sole	2026-04-23
2024-06-30	$663,865	6,603	-10.2%	Shares	Sole	2024-07-11
2024-03-31	$758,035	7,356	-11.5%	Shares	Sole	2024-04-17
2023-12-31	$668,440	8,316	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.