Simplicity Wealth,LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1913243 SUMMIT, NJ

Position in HIG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$253,113

+$43,933 QoQ

Shares Held

1,910

+25.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#833

of 1,192 holders

Holding Since

Mar 2024

7 quarters on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $9,812,219 across 4 Insurance - Diversified names. HIG ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	16,546	$9,027,802
2	ACGL	Arch Capital Group Ltd.	3,241	$314,571
3	HIG	Hartford Insurance Group, Inc. This page	1,910	$253,113
4	AIG	American International Group, Inc.	2,908	$216,733

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,113	1,910	+25.8%	Shares	Sole	2026-08-06
2025-12-31	$209,180	1,518	-24.3%	Shares	Sole	2026-01-30
2025-03-31	$248,078	2,005	-28.0%	Shares	Sole	2025-04-15
2024-12-31	$304,460	2,783	-17.5%	Shares	Sole	2025-02-07
2024-09-30	$396,816	3,374	-58.1%	Shares	Sole	2024-10-10
2024-06-30	$808,944	8,046	-1.1%	Shares	Sole	2024-07-10
2024-03-31	$838,517	8,137	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.