Position in HIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$634,457,786
-$1,050,052 QoQ
Shares Held
4,787,638
+1.9% QoQ
Ownership
1.77%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#8
of 1,197 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 17%
None 6%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $5,608,050,619 across 8 Insurance - Diversified names. HIG ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
7,475,815 | $3,743,068,115 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
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|
4,787,638 | $634,457,786 | |
| 3 | AIG |
American International Group, Inc.
|
6,525,607 | $486,353,487 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,218,184 | $409,416,937 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,828,134 | $143,362,266 | |
| 6 | AEG |
Aegon Ltd.
|
13,035,922 | $110,023,180 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
3,232,830 | $78,719,408 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
62,106 | $2,649,440 |
All Filings in HIG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,457,786 | 4,787,638 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $635,507,838 | 4,699,459 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $637,602,115 | 4,627,011 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $619,045,246 | 4,640,867 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $598,263,476 | 4,715,563 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $640,821,301 | 5,179,191 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $578,466,939 | 5,287,632 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $629,917,041 | 5,355,982 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $584,072,851 | 5,809,358 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $591,543,167 | 5,740,351 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $457,816,828 | 5,695,656 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $405,087,837 | 5,712,704 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $411,914,210 | 5,719,442 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $398,870,085 | 5,723,491 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $426,550,572 | 5,625,090 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $349,904,942 | 5,649,095 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $359,968,769 | 5,501,586 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $388,090,897 | 5,404,413 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $374,429,326 | 5,423,368 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $387,938,905 | 5,522,262 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $346,898,268 | 5,597,842 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $380,693,582 | 5,699,859 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $278,633,064 | 5,688,711 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $207,634,554 | 5,633,059 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $210,194,067 | 5,452,505 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $191,082,133 | 5,422,308 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||