JPL Wealth Management, LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in HIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,696
-$207 QoQ
Shares Held
126
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,053
of 1,192 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $4,991,808 across 6 Insurance - Diversified names. HIG ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
9,795 | $4,901,319 | |
| 2 | AIG |
American International Group, Inc.
|
555 | $41,363 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
319 | $30,962 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
This page
|
126 | $16,696 | |
| 5 | AEG |
Aegon Ltd.
|
151 | $1,274 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
8 | $194 |
All Filings in HIG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,696 | 126 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,903 | 125 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $25,876 | 194 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||