Optimize Financial Inc
Position in HIG — Hartford Insurance Group, Inc.
CIK 2033266
LAGUNA HILLS, CA
Position in HIG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$462,486
-$16,506 QoQ
Shares Held
3,420
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Optimize Financial Inc holds $951,377 across 2 Insurance - Diversified names. HIG ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLGO |
Pelagos Insurance Capital Ltd
|
25,583 | $488,891 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
3,420 | $462,486 |
All Filings in HIG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $462,486 | 3,420 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $478,992 | 3,476 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $457,260 | 3,428 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $399,386 | 3,148 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $392,224 | 3,170 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $307,085 | 2,807 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||