BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 2010186
CINCINNATI, OH
Position in HIG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$618,073
-$10,340 QoQ
Shares Held
4,664
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#617
of 1,192 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $196,988,278 across 6 Insurance - Diversified names. HIG ranks #2 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
391,026 | $195,665,499 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
4,664 | $618,073 | |
| 3 | AIG |
American International Group, Inc.
|
7,228 | $538,702 | |
| 4 | SLF |
Sun Life Financial Inc
|
1,200 | $94,104 | |
| 5 | AEG |
Aegon Ltd.
|
5,000 | $42,200 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
306 | $29,700 |
All Filings in HIG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,073 | 4,664 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $628,413 | 4,647 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $640,218 | 4,646 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $600,921 | 4,505 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $592,863 | 4,673 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $569,405 | 4,602 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $601,700 | 5,500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $646,855 | 5,500 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $552,970 | 5,500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $574,503 | 5,575 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $522,470 | 6,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $466,233 | 6,575 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $473,531 | 6,575 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $5,226 | 75 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $5,687 | 75 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $4,645 | 75 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $4,907 | 75 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $5,385 | 75 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $5,268 | 75 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $4,647 | 75 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $13,024 | 195 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $8,816 | 180 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $6,634 | 180 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $6,746 | 175 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $2,643 | 75 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||