JONES FINANCIAL COMPANIES LLLP
Position in HIG — Hartford Insurance Group, Inc.
CIK 815917
DES PERES, MO
Position in HIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,696,505
+$7,212,262 QoQ
Shares Held
64,309
+497.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 99.57859708594442.ToString("F0")%
Shared 0.ToString("F0")%
None 0.4214029140555754.ToString("F0")%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $589,174,159 across 8 Insurance - Diversified names. HIG ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
706,009 | $338,319,512 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,114,031 | $202,925,835 | |
| 3 | AIG |
American International Group, Inc.
|
502,526 | $37,815,081 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
This page
|
64,309 | $8,696,505 | |
| 5 | SLF |
Sun Life Financial Inc
|
16,515 | $1,033,178 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
14,251 | $272,336 | |
| 7 | AEG |
Aegon Ltd.
|
15,149 | $109,981 | |
| 8 | XZO |
Exzeo Group, Inc.
|
118 | $1,731 |
All Filings in HIG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,696,505 | 64,309 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,484,243 | 10,771 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,534,784 | 11,506 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,064,565 | 8,391 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $658,243 | 5,320 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $478,952 | 4,378 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $366,824 | 3,119 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $199,772 | 1,987 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $53,791 | 522 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $38,180 | 475 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $29,427 | 415 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,007 | 375 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $26,133 | 375 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $12,891 | 170 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,529 | 170 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $16,750 | 256 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $43,947 | 612 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $37,419 | 542 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $41,447 | 590 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,562 | 590 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $43,680 | 654 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $32,375 | 661 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||