BURNEY CO/

Position in HIG — Hartford Insurance Group, Inc.

CIK 940445 RESTON, VA

Position in HIG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$698,115

-$54,575 QoQ

Shares Held

5,268

-5.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#586

of 1,192 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $21,787,202 across 3 Insurance - Diversified names. HIG ranks #3 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	32,872	$16,448,819
2	SLF	Sun Life Financial Inc	59,172	$4,640,268
3	HIG	Hartford Insurance Group, Inc. This page	5,268	$698,115

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698,115	5,268	-5.4%	Shares	Sole	2026-07-15
2026-03-31	$752,690	5,566	-2.8%	Shares	Sole	2026-04-29
2025-12-31	$789,042	5,726	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$761,656	5,710	0.0%	Shares	Sole	2025-10-16
2025-06-30	$724,427	5,710	0.0%	Shares	Sole	2025-08-05
2025-03-31	$706,498	5,710	0.0%	Shares	Sole	2025-05-06
2024-12-31	$624,674	5,710	-33.6%	Shares	Sole	2025-01-14
2024-09-30	$1,010,857	8,595	-16.7%	Shares	Sole	2024-10-18
2024-06-30	$1,037,070	10,315	-10.6%	Shares	Sole	2024-07-29
2024-03-31	$1,189,300	11,541	-8.4%	Shares	Sole	2024-05-22
2023-12-31	$1,012,788	12,600	+1.3%	Shares	Sole	2024-02-12
2023-09-30	$881,836	12,436	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$902,050	12,525	-1.2%	Shares	Sole	2023-08-09
2023-03-31	$883,320	12,675	-2.3%	Shares	Sole	2023-05-10
2022-12-31	$983,894	12,975	-19.3%	Shares	Sole	2023-02-06
2022-09-30	$995,561	16,073	+1.5%	Shares	Sole	2022-11-15
2022-06-30	$1,036,345	15,839	+3.5%	Shares	Sole	2022-08-12
2022-03-31	$1,099,267	15,308	-0.7%	Shares	Sole	2022-05-09
2021-12-31	$1,064,251	15,415	-0.5%	Shares	Sole	2022-02-11
2021-09-30	$1,087,821	15,485	+4.2%	Shares	Sole	2021-11-12
2021-06-30	$920,626	14,856	-3.0%	Shares	Sole	2021-08-06
2021-03-31	$1,022,554	15,310	+22.2%	Shares	Sole	2021-05-13
2020-12-31	$613,670	12,529	-4.6%	Shares	Sole	2021-02-11
2020-09-30	$483,934	13,129	+22.5%	Shares	Sole	2020-12-14
2020-06-30	$413,063	10,715	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.