Position in HIG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,316,851
-$214,763 QoQ
Shares Held
9,937
-12.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#476
of 1,192 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $96,497,277 across 6 Insurance - Diversified names. HIG ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
180,564 | $90,352,419 | |
| 2 | AIG |
American International Group, Inc.
|
35,218 | $2,624,797 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
17,171 | $1,666,617 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
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|
9,937 | $1,316,851 | |
| 5 | SLF |
Sun Life Financial Inc
|
4,390 | $344,263 | |
| 6 | AEG |
Aegon Ltd.
|
22,788 | $192,330 |
All Filings in HIG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,851 | 9,937 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,531,614 | 11,326 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,317,505 | 9,561 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,194,107 | 8,952 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $988,951 | 7,795 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $938,863 | 7,588 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $545,030 | 4,982 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $512,897 | 4,361 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $419,754 | 4,175 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $321,000 | 3,115 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $248,695 | 3,094 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $234,853 | 3,312 | Shares | Sole | 2023-10-13 | |
| 2022-12-31 | $206,560 | 2,724 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||