Position in HIG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,504
-$542 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,020
of 1,192 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $1,114,483 across 4 Insurance - Diversified names. HIG ranks #2 (2.4% of the industry book) .
All Filings in HIG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,504 | 200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27,046 | 200 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $27,560 | 200 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $26,678 | 200 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $25,374 | 200 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $26,973 | 218 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $32,054 | 293 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $23,522 | 200 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,458 | 293 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $30,193 | 293 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $23,551 | 293 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $20,776 | 293 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $21,101 | 293 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $20,419 | 293 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,218 | 293 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $18,148 | 293 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||