Position in HIG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$409,751
-$8,244 QoQ
Shares Held
3,092
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#706
of 1,192 holders
Holding Since
Mar 2024
10 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, 2026PDS Planning, Inc holds $32,006,397 across 6 Insurance - Diversified names. HIG ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
30,767 | $30,362,491 | |
| 2 | SLF |
Sun Life Financial Inc
|
6,388 | $500,946 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
3,092 | $409,751 | |
| 4 | AIG |
American International Group, Inc.
|
4,056 | $302,293 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,341 | $227,217 | |
| 6 | AEG |
Aegon Ltd.
|
24,135 | $203,699 |
All Filings in HIG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,751 | 3,092 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $417,995 | 3,091 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $425,802 | 3,090 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $410,707 | 3,079 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $420,954 | 3,318 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $411,154 | 3,323 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $307,304 | 2,809 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $353,300 | 3,004 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $230,437 | 2,292 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $234,129 | 2,272 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||