Position in HIG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$78,716
-$1,610 QoQ
Shares Held
594
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#964
of 1,192 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026STEPH & CO holds $941,279 across 4 Insurance - Diversified names. HIG ranks #4 (8.4% of the industry book) .
All Filings in HIG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,716 | 594 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $80,326 | 594 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $85,573 | 621 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $262,378 | 1,967 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $249,553 | 1,967 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $299,179 | 2,418 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $282,470 | 2,582 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $325,309 | 2,766 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $324,643 | 3,229 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $386,437 | 3,750 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $359,539 | 4,473 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $318,527 | 4,492 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $309,902 | 4,303 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $302,175 | 4,336 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $328,798 | 4,336 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $301,771 | 4,872 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $309,614 | 4,732 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $304,043 | 4,234 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $359,284 | 5,204 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $365,581 | 5,204 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $322,491 | 5,204 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $346,306 | 5,185 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $255,430 | 5,215 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $155,033 | 4,206 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $136,698 | 3,546 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $76,188 | 2,162 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||