Position in HIG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$757,086
+$550,861 QoQ
Shares Held
5,713
+274.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#575
of 1,192 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $89,430,665 across 8 Insurance - Diversified names. HIG ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
133,513 | $86,265,659 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
11,772 | $1,142,590 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
5,713 | $757,086 | |
| 4 | AIG |
American International Group, Inc.
|
7,821 | $582,899 | |
| 5 | AEG |
Aegon Ltd.
|
57,646 | $486,532 | |
| 6 | SLF |
Sun Life Financial Inc
|
2,487 | $195,030 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
26 | $633 | |
| 8 | XZO |
Exzeo Group, Inc.
|
14 | $236 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,086 | 5,713 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $206,225 | 1,525 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $222,684 | 1,616 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $148,463 | 1,113 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $194,111 | 1,530 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $143,279 | 1,158 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $318,463 | 2,911 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $238,748 | 2,030 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $171,923 | 1,710 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $80,275 | 779 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $59,802 | 744 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $54,175 | 764 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $51,854 | 720 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $29,269 | 420 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $31,848 | 420 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,014 | 420 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $27,480 | 420 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,160 | 420 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $28,996 | 420 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,930 | 483 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,010 | 452 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $28,051 | 420 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,571 | 420 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,621 | 44 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,696 | 44 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,550 | 44 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||