Position in HIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$69,714,261
-$1,877,039 QoQ
Shares Held
526,066
-0.6% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#77
of 1,197 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,729,423,380 across 7 Insurance - Diversified names. HIG ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
2,613,026 | $1,610,613,666 | |
| 2 | SLF |
Sun Life Financial Inc
|
12,232,736 | $959,291,153 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
526,066 | $69,714,261 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
537,813 | $52,200,125 | |
| 5 | AIG |
American International Group, Inc.
|
445,617 | $33,211,830 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
95,451 | $4,071,938 | |
| 7 | AEG |
Aegon Ltd.
|
37,963 | $320,407 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,714,261 | 526,066 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $71,591,300 | 529,404 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $47,137,519 | 342,072 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $42,938,104 | 321,899 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $38,829,448 | 306,057 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $43,052,469 | 347,955 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $47,517,012 | 434,342 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $51,234,088 | 435,627 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $41,748,429 | 415,242 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $42,007,197 | 407,639 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $34,132,238 | 424,636 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $25,106,817 | 354,066 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $24,438,688 | 339,332 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $24,500,493 | 351,564 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $19,674,773 | 259,459 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $16,246,240 | 262,290 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $32,914,821 | 503,054 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $20,488,249 | 285,312 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $26,448,669 | 383,092 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $44,159,076 | 628,599 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $33,536,302 | 541,170 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $28,823,288 | 431,551 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,271,815 | 434,296 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,337,753 | 280,460 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,527,552 | 247,148 | 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. | ||||||