Position in HIG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$537,638,775
+$47,400,258 QoQ
Shares Held
3,975,736
+11.8% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.85973314123473.ToString("F0")%
Shared 0.ToString("F0")%
None 1.1402668587652702.ToString("F0")%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Derivatives in HIG
reported options exposure · as of Mar 31, 2021CallValue
$10,018,500
CallShares
150,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $2,073,710,952 across 8 Insurance - Diversified names. HIG ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIG |
American International Group, Inc.
|
11,694,651 | $880,022,483 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
3,975,736 | $537,638,775 | |
| 3 | BRK-B |
Berkshire Hathaway Inc
|
1,113,061 | $533,378,826 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,061,428 | $101,886,468 | |
| 5 | SLF |
Sun Life Financial Inc
|
280,090 | $17,522,428 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
100,493 | $1,920,420 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
45,740 | $1,108,051 | |
| 8 | AEG |
Aegon Ltd.
|
32,163 | $233,501 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $537,638,775 | 3,975,736 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $490,238,517 | 3,557,609 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $450,448,820 | 3,376,931 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $414,632,213 | 3,268,166 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $266,824,605 | 2,156,507 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $234,301,977 | 2,141,700 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $256,936,329 | 2,184,647 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $221,043,319 | 2,198,561 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $217,454,353 | 2,110,183 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $179,738,919 | 2,236,115 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $149,407,011 | 2,106,995 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $166,502,891 | 2,311,898 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $153,011,291 | 2,195,599 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $180,299,547 | 2,377,681 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $196,404,736 | 3,170,887 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $358,545,337 | 5,479,831 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $555,520,433 | 7,735,976 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $543,654,303 | 7,874,483 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $669,093,243 | 9,524,459 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $595,693,935 | 9,612,618 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,018,500 | 150,000 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $881,474,849 | 13,197,707 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $695,862,825 | 14,207,081 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $523,924,684 | 14,213,909 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $556,400,513 | 14,433,217 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $517,748,651 | 14,692,073 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||