Position in HIG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$79,777
-$9,069 QoQ
Shares Held
602
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#962
of 1,192 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $46,478,233 across 7 Insurance - Diversified names. HIG ranks #3 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
68,152 | $35,599,278 | |
| 2 | AIG |
American International Group, Inc.
|
143,040 | $10,660,771 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
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|
602 | $79,777 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
739 | $71,727 | |
| 5 | AEG |
Aegon Ltd.
|
5,874 | $49,576 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
681 | $16,582 | |
| 7 | XZO |
Exzeo Group, Inc.
|
31 | $522 |
All Filings in HIG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,777 | 602 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $88,846 | 657 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $79,097 | 574 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $71,763 | 538 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $69,778 | 550 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $72,505 | 586 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $61,920 | 566 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $57,511 | 489 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $77,918 | 775 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $43,177 | 419 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $33,277 | 414 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||