Position in HIG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,365,295
-$1,086,786 QoQ
Shares Held
115,947
-4.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#179
of 1,192 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 15%
None 30%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $327,216,247 across 6 Insurance - Diversified names. HIG ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
586,775 | $293,616,340 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
115,947 | $15,365,295 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
154,559 | $15,001,496 | |
| 4 | AIG |
American International Group, Inc.
|
33,698 | $2,511,511 | |
| 5 | SLF |
Sun Life Financial Inc
|
6,908 | $541,724 | |
| 6 | AEG |
Aegon Ltd.
|
21,313 | $179,881 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,365,295 | 115,947 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $16,452,081 | 121,660 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $17,239,330 | 125,104 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $16,766,320 | 125,694 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $15,832,360 | 124,792 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $16,200,339 | 130,933 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $14,139,512 | 129,246 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $15,216,733 | 129,383 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,821,965 | 127,531 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $13,061,690 | 126,751 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,512,497 | 130,785 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $9,101,510 | 128,353 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,441,604 | 131,097 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $9,232,181 | 132,475 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $9,816,419 | 129,453 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $8,242,415 | 133,071 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $8,873,811 | 135,623 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $9,947,693 | 138,528 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $9,501,698 | 137,626 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,806,056 | 139,588 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $8,982,054 | 144,942 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,994,387 | 149,639 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,433,839 | 233,439 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $7,320,172 | 198,594 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $7,116,173 | 184,596 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $6,764,423 | 191,953 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||