Root Financial Partners, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1977181
ENCINITAS, CA
Position in HIG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$234,692
+$17,513 QoQ
Shares Held
1,771
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#859
of 1,192 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Root Financial Partners, LLC holds $7,124,061 across 2 Insurance - Diversified names. HIG ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
13,768 | $6,889,369 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
1,771 | $234,692 |
All Filings in HIG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,692 | 1,771 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $217,179 | 1,606 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $200,636 | 1,456 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $219,826 | 1,648 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||