Position in HIG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$9,583,581
-$6,084,977 QoQ
Shares Held
72,318
-37.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#224
of 1,192 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 30%
Shared 35%
None 36%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,054,428,200 across 6 Insurance - Diversified names. HIG ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,765,527 | $1,014,413,237 | |
| 2 | AIG |
American International Group, Inc.
|
328,782 | $24,504,122 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
72,318 | $9,583,581 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
39,751 | $3,858,232 | |
| 5 | SLF |
Sun Life Financial Inc
|
17,987 | $1,410,540 | |
| 6 | AEG |
Aegon Ltd.
|
78,020 | $658,488 |
All Filings in HIG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,583,581 | 72,318 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $15,668,558 | 115,866 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $13,883,763 | 100,753 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $12,716,067 | 95,330 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $12,630,160 | 99,552 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $12,501,924 | 101,042 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,649,845 | 88,207 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $10,762,843 | 91,513 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $9,151,754 | 91,026 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $8,316,031 | 80,699 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,737,925 | 71,385 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,101,449 | 86,045 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $6,168,008 | 85,643 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $5,681,128 | 81,520 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $5,621,125 | 74,128 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||