Compound Planning, Inc.

Position in HIG — Hartford Insurance Group, Inc.

CIK 1978879 NEW YORK, NY

Position in HIG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$929,627

-$24,149 QoQ

Shares Held

7,015

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#541

of 1,192 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $33,350,551 across 5 Insurance - Diversified names. HIG ranks #2 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	61,254	$30,650,888
2	HIG	Hartford Insurance Group, Inc. This page	7,015	$929,627
3	AIG	American International Group, Inc.	10,218	$761,547
4	SLF	Sun Life Financial Inc	9,251	$725,463
5	ACGL	Arch Capital Group Ltd.	2,916	$283,026

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$929,627	7,015	-0.5%	Shares	Other	2026-08-04
2026-03-31	$953,776	7,053	+4.4%	Shares	Other	2026-05-14
2025-12-31	$930,701	6,754	+7.9%	Shares	Defined	2026-02-19
2025-09-30	$834,621	6,257	+20.4%	Shares	Sole	2025-11-10
2025-06-30	$659,470	5,198	+7.1%	Shares	Sole	2025-08-14
2025-03-31	$600,585	4,854	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$528,730	4,833	+0.5%	Shares	Sole	2025-01-17
2024-09-30	$565,586	4,809	+14.8%	Shares	Sole	2024-10-08
2024-06-30	$421,262	4,190	+9.7%	Shares	Sole	2024-07-26
2024-03-31	$393,444	3,818	+5.5%	Shares	Sole	2024-05-07
2023-12-31	$290,975	3,620	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.