Cape Investment Advisory, Inc.
Position in HIG — Hartford Insurance Group, Inc.
CIK 1944437
MCDONOUGH, GA
Position in HIG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,167
-$231 QoQ
Shares Held
122
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,057
of 1,192 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $845,517 across 4 Insurance - Diversified names. HIG ranks #2 (1.9% of the industry book) .
All Filings in HIG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,167 | 122 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $16,398 | 119 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,333 | 10 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $18,015 | 142 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $17,445 | 141 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $14,440 | 132 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $15,406 | 131 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,070 | 130 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $13,396 | 130 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $30,062 | 374 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,147 | 129 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,218 | 128 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $8,920 | 128 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||