Modern Wealth Management, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 2001900
KANSAS CITY, MO
Position in HIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,058,966
+$128,044 QoQ
Shares Held
7,991
+16.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#523
of 1,192 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $61,690,041 across 5 Insurance - Diversified names. HIG ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
107,517 | $59,038,876 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
7,991 | $1,058,966 | |
| 3 | AIG |
American International Group, Inc.
|
11,343 | $845,392 | |
| 4 | SLF |
Sun Life Financial Inc
|
5,169 | $405,352 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
3,518 | $341,455 |
All Filings in HIG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,966 | 7,991 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $930,922 | 6,884 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $942,413 | 6,839 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $919,857 | 6,896 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $875,908 | 6,904 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $853,734 | 6,900 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||