Dogwood Wealth Management LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 2056922
LENEXA, KS
Position in HIG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,252
-$1,669 QoQ
Shares Held
17
-41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,142
of 1,192 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $467,375 across 4 Insurance - Diversified names. HIG ranks #3 (0.5% of the industry book) .
All Filings in HIG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,252 | 17 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $3,921 | 29 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,067 | 15 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,067 | 23 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,903 | 15 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,350 | 19 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $4 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||