Valued Wealth Advisors LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 2007175
HOLLADAY, UT
Position in HIG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$36,973
+$597 QoQ
Shares Held
279
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,005
of 1,192 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Valued Wealth Advisors LLC holds $501,311 across 4 Insurance - Diversified names. HIG ranks #2 (7.4% of the industry book) .
All Filings in HIG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,973 | 279 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $36,376 | 269 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $40,099 | 291 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $34,814 | 261 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $32,351 | 255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,942 | 242 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $24,396 | 223 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $31,166 | 265 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $20,811 | 207 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $18,755 | 182 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,456 | 43 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||