Position in HIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$523,309,943
-$8,690,548 QoQ
Shares Held
3,948,913
+0.4% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#12
of 1,197 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $15,910,611,426 across 11 Insurance - Diversified names. HIG ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
26,667,841 | $13,951,980,830 | |
| 2 | AIG |
American International Group, Inc.
|
9,989,021 | $744,481,726 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
3,948,913 | $523,309,943 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,359,144 | $423,098,509 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,529,769 | $198,384,482 | |
| 6 | AEG |
Aegon Ltd.
|
5,920,668 | $49,970,435 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
518,646 | $12,629,028 | |
| 8 | WDH |
Waterdrop Inc.
|
3,271,149 | $3,696,397 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,309,943 | 3,948,913 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $532,000,491 | 3,934,042 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $547,743,694 | 3,974,918 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $518,109,025 | 3,884,167 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $463,951,529 | 3,656,905 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $451,745,645 | 3,651,060 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $406,817,566 | 3,718,625 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $429,314,832 | 3,650,326 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $351,374,825 | 3,494,876 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $342,482,442 | 3,323,459 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $272,386,673 | 3,388,737 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $219,020,632 | 3,088,713 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $220,425,916 | 3,060,621 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $220,896,315 | 3,169,699 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $247,763,448 | 3,267,354 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $184,399,647 | 2,977,069 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $208,705,991 | 3,189,760 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $132,438,675 | 1,844,293 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $102,084,405 | 1,478,627 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $109,385,219 | 1,557,085 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $90,400,096 | 1,458,772 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $51,541,840 | 771,700 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $72,118,883 | 1,472,415 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $45,424,970 | 1,232,365 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $33,149,334 | 859,905 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $34,747,694 | 986,030 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||