Bell Investment Advisors, Inc
Position in HIG — Hartford Insurance Group, Inc.
CIK 1890149
ORINDA, CA
Position in HIG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$51,682
-$14,310 QoQ
Shares Held
390
-20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#985
of 1,192 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $904,643 across 6 Insurance - Diversified names. HIG ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1 | $748,850 | |
| 2 | AIG |
American International Group, Inc.
|
738 | $55,003 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
390 | $51,682 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
358 | $34,747 | |
| 5 | AEG |
Aegon Ltd.
|
1,042 | $8,794 | |
| 6 | SLF |
Sun Life Financial Inc
|
71 | $5,567 |
All Filings in HIG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,682 | 390 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $65,992 | 488 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $63,388 | 460 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $44,152 | 331 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $43,516 | 343 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $41,944 | 339 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $36,539 | 334 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $41,045 | 349 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,792 | 356 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $36,685 | 356 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $28,615 | 356 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,180 | 341 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $23,190 | 322 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $22,091 | 317 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $23,507 | 310 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,104 | 260 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,796 | 272 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $18,295 | 265 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,843 | 254 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||