FIDELIS CAPITAL PARTNERS, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1962755 TAMPA, FL

Position in HIG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$279,352

-$5,983 QoQ

Shares Held

2,108

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#810

of 1,192 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $16,908,065 across 4 Insurance - Diversified names. HIG ranks #2 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	27,791	$16,151,387
2	HIG	Hartford Insurance Group, Inc. This page	2,108	$279,352
3	AIG	American International Group, Inc.	3,404	$253,700
4	ACGL	Arch Capital Group Ltd.	2,304	$223,626

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,352	2,108	-0.1%	Shares	Sole	2026-08-13
2026-03-31	$285,335	2,110	+2.9%	Shares	Sole	2026-05-06
2025-12-31	$282,490	2,050	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$272,782	2,045	+0.4%	Shares	Sole	2025-11-03
2025-06-30	$258,434	2,037	+4.4%	Shares	Sole	2025-08-07
2025-03-31	$241,397	1,951	-4.9%	Shares	Sole	2025-05-01
2024-12-31	$224,379	2,051	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$240,982	2,049	+3.7%	Shares	Sole	2024-10-25
2024-06-30	$198,566	1,975	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.