Position in HIG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$462,892
-$1,893 QoQ
Shares Held
3,493
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#681
of 1,192 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $1,040,171 across 4 Insurance - Diversified names. HIG ranks #2 (44.5% of the industry book) .
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,892 | 3,493 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $464,785 | 3,437 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $440,960 | 3,200 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $398,569 | 2,988 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $339,884 | 2,679 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $260,204 | 2,103 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $16,300 | 149 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,523 | 149 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,980 | 149 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $15,354 | 149 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $12,378 | 154 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,969 | 197 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $14,187 | 197 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $13,728 | 197 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $14,938 | 197 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $12,202 | 197 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $12,889 | 197 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $14,146 | 197 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $13,600 | 197 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $19,108 | 272 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $25,531 | 412 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $27,517 | 412 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $22,383 | 457 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $16,845 | 457 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $22,821 | 592 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $20,862 | 592 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||