Position in HIG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$619,133
-$72,162 QoQ
Shares Held
4,672
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#615
of 1,192 holders
Holding Since
Mar 2021
21 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, 2026OPPENHEIMER & CO INC holds $122,817,523 across 5 Insurance - Diversified names. HIG ranks #4 (0.5% of the industry book) .
All Filings in HIG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,133 | 4,672 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $691,295 | 5,112 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $705,398 | 5,119 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $722,973 | 5,420 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $609,737 | 4,806 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $532,781 | 4,306 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $252,276 | 2,306 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $271,208 | 2,306 | Shares | Sole | 2024-11-05 | |
| 2024-03-31 | $349,442 | 3,391 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $272,568 | 3,391 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $290,092 | 4,091 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $244,219 | 3,391 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $236,318 | 3,391 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $302,637 | 3,991 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $550,708 | 8,891 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $850,001 | 12,991 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $286,593 | 3,991 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $282,718 | 4,095 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $238,217 | 3,391 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $212,185 | 3,424 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $228,688 | 3,424 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||