Position in HIG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,822,541
+$58,442 QoQ
Shares Held
21,299
+4.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#374
of 1,192 holders
Holding Since
Dec 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, 2026Ascent Group, LLC holds $20,855,304 across 5 Insurance - Diversified names. HIG ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
34,091 | $17,058,792 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
21,299 | $2,822,541 | |
| 3 | AIG |
American International Group, Inc.
|
6,587 | $490,927 | |
| 4 | SLF |
Sun Life Financial Inc
|
3,266 | $256,119 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,338 | $226,925 |
All Filings in HIG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,822,541 | 21,299 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,764,099 | 20,440 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,731,470 | 19,822 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $2,587,095 | 19,395 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,043,493 | 16,107 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,995,885 | 16,131 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,808,491 | 16,531 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $2,117,332 | 18,003 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,810,021 | 18,003 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,934,969 | 18,777 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,916,369 | 73,605 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,585,155 | 78,764 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,147,346 | 43,701 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,938,757 | 42,169 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,423,800 | 45,151 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $2,829,914 | 45,688 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,061,077 | 46,784 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,494,059 | 48,657 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,279,745 | 47,505 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||