Concurrent Investment Advisors, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 2001015
Tampa, FL
Position in HIG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,607,466
-$147,819 QoQ
Shares Held
12,130
-6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#444
of 1,192 holders
Holding Since
Jun 2024
8 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, 2026Concurrent Investment Advisors, LLC holds $53,805,786 across 5 Insurance - Diversified names. HIG ranks #2 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
101,823 | $50,951,209 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
12,130 | $1,607,466 | |
| 3 | AIG |
American International Group, Inc.
|
10,728 | $799,557 | |
| 4 | SLF |
Sun Life Financial Inc
|
2,983 | $233,926 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,201 | $213,628 |
All Filings in HIG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,607,466 | 12,130 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,755,285 | 12,980 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,614,877 | 11,719 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $799,139 | 5,991 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $339,123 | 2,673 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $233,354 | 1,886 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $253,331 | 2,154 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $213,345 | 2,122 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||