Position in HIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$503,310
-$28,278 QoQ
Shares Held
3,798
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#657
of 1,192 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $190,167,672 across 6 Insurance - Diversified names. HIG ranks #2 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
161,361 | $189,254,124 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
This page
|
3,798 | $503,310 | |
| 3 | SLF |
Sun Life Financial Inc
|
2,043 | $160,211 | |
| 4 | AIG |
American International Group, Inc.
|
1,952 | $145,482 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
990 | $96,089 | |
| 6 | AEG |
Aegon Ltd.
|
1,002 | $8,456 |
All Filings in HIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,310 | 3,798 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $531,588 | 3,931 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $559,605 | 4,061 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $537,160 | 4,027 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $520,800 | 4,105 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $523,253 | 4,229 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $3,558,562 | 32,528 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $536,889 | 4,565 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $474,246 | 4,717 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $514,837 | 4,996 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $409,455 | 5,094 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $382,204 | 5,390 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $389,123 | 5,403 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $384,199 | 5,513 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $487,434 | 6,428 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $444,604 | 7,178 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $491,247 | 7,508 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $573,617 | 7,988 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $551,490 | 7,988 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $558,628 | 7,952 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $451,885 | 7,292 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $494,045 | 7,397 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $409,521 | 8,361 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $443,278 | 12,026 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $463,602 | 12,026 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $440,535 | 12,501 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||