VALLEY NATIONAL ADVISERS INC
Position in HIG — Hartford Insurance Group, Inc.
CIK 773411
BETHLEHEM, PA
Position in HIG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,517
-$3,521 QoQ
Shares Held
102
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,067
of 1,192 holders
Holding Since
Sep 2022
14 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 Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $4,585,196 across 4 Insurance - Diversified names. HIG ranks #2 (0.3% of the industry book) .
All Filings in HIG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,517 | 102 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $17,038 | 126 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $14,055 | 102 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,139 | 106 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,687 | 100 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,373 | 100 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $3 | 33 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,091 | 30 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,009 | 25 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1 | 20 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2 | 15 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,045 | 15 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1 | 15 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $929 | 15 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||