BANK OF MONTREAL /CAN/

Bank

Position in HIG — Hartford Insurance Group, Inc.

CIK 927971 TORONTO, A6

Back to HIG Full portfolio

Position in HIG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$71,591,300

+$24,453,781 QoQ

Shares Held

529,404

+54.8% QoQ

Ownership

0.193%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.646991711434.ToString("F0")% Shared 0.ToString("F0")% None 4.35300828856601.ToString("F0")%

Common Shares in HIG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $2,005,254,002 across 7 Insurance - Diversified names. HIG ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	2,500,854	$1,198,409,232
2	SLF	Sun Life Financial Inc	10,383,850	$649,613,652
3	HIG	Hartford Insurance Group, Inc. This page	529,404	$71,591,300
4	ACGL	Arch Capital Group Ltd.	555,385	$53,311,401
5	AIG	American International Group, Inc.	354,254	$26,657,610
6	AEG	Aegon Ltd.	501,140	$3,638,275
7	BNT	Brookfield Wealth Solutions Ltd.	49,095	$2,032,532

All Filings in HIG

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$71,591,300	529,404	+54.8%	Shares	Defined	2026-05-13
2025-12-31	$47,137,519	342,072	+6.3%	Shares	Defined	2026-02-12
2025-09-30	$42,938,104	321,899	+5.2%	Shares	Defined	2025-11-13
2025-06-30	$38,829,448	306,057	-12.0%	Shares	Defined	2025-08-05
2025-03-31	$43,052,469	347,955	-19.9%	Shares	Defined	2025-05-13
2024-12-31	$47,517,012	434,342	-0.3%	Shares	Defined	2025-02-13
2024-09-30	$51,234,088	435,627	+4.9%	Shares	Defined	2024-11-13
2024-06-30	$41,748,429	415,242	+1.9%	Shares	Defined	2024-08-14
2024-03-31	$42,007,197	407,639	-4.0%	Shares	Defined	2024-05-13
2023-12-31	$34,132,238	424,636	+19.9%	Shares	Defined	2024-02-08
2023-09-30	$25,106,817	354,066	+4.3%	Shares	Defined	2023-11-01
2023-06-30	$24,438,688	339,332	-3.5%	Shares	Defined	2023-08-02
2023-03-31	$24,500,493	351,564	+35.5%	Shares	Defined	2024-06-13
2022-12-31	$19,674,773	259,459	-1.1%	Shares	Defined	2023-02-01
2022-09-30	$16,246,240	262,290	-47.9%	Shares	Defined	2022-11-10
2022-06-30	$32,914,821	503,054	+76.3%	Shares	Defined	2022-08-11
2022-03-31	$20,488,249	285,312	-25.5%	Shares	Defined	2022-05-12
2021-12-31	$26,448,669	383,092	-39.1%	Shares	Defined	2022-02-11
2021-09-30	$44,159,076	628,599	+16.2%	Shares	Defined	2021-11-12
2021-06-30	$33,536,302	541,170	+25.4%	Shares	Defined	2021-08-12
2021-03-31	$28,823,288	431,551	-0.6%	Shares	Defined	2021-05-13
2020-12-31	$21,271,815	434,296	+54.9%	Shares	Defined	2021-02-12
2020-09-30	$10,337,753	280,460	+13.5%	Shares	Defined	2020-11-12
2020-06-30	$9,527,552	247,148	-4.0%	Shares	Defined	2020-08-12
2020-03-31	$9,073,979	257,491	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.