Monte Financial Group, LLC

SEC CIK: 0001755651
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

HIG holding history

Hartford Insurance Group, Inc. in every 13F filed by Monte Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HIG overview All 13F holders of HIG Full Q2 2026 holdings

Shares (Q2 2026): 46,146
Value: $6.55M
% of portfolio: 2.1%
Quarters held: 22; Since Q1 2021

Holdings of HIG by Monte Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	46,146	$6.55M	2.1%	+1,251+2.8%	Added	Holders
Q1 2026	44,895	$6.07M	2.2%	+524+1.2%	Added	Holders
Q4 2025	44,371	$6.11M	2.3%	−1,130−2.5%	Reduced	Holders
Q3 2025	45,501	$6.07M	2.2%	+59+0.1%	Added	Holders
Q2 2025	45,442	$5.77M	2.2%	−515−1.1%	Reduced	Holders
Q1 2025	45,957	$5.41M	2.4%	−965−2.1%	Reduced	Holders
Q4 2024	46,922	$5.13M	2.2%	+1,614+3.6%	Added	Holders
Q3 2024	45,308	$5.33M	2.2%	−6,038−11.8%	Reduced	Holders
Q2 2024	51,346	$5.16M	2.3%	−6,795−11.7%	Reduced	Holders
Q1 2024	58,141	$5.99M	2.6%	−7,882−11.9%	Reduced	Holders
Q4 2023	66,023	$5.31M	2.5%	+94+0.1%	Added	Holders
Q3 2023	65,929	$4.68M	2.4%	−1,832−2.7%	Reduced	Holders
Q2 2023	67,761	$4.88M	2.4%	+255+0.4%	Added	Holders
Q1 2023	67,506	$4.70M	2.5%	+1,405+2.1%	Added	Holders
Q4 2022	66,101	$5.01M	2.6%	+516+0.8%	Added	Holders
Q3 2022	65,585	$4.06M	2.5%	+2,047+3.2%	Added	Holders
Q2 2022	63,538	$4.16M	2.4%	+1,420+2.3%	Added	Holders
Q1 2022	62,118	$4.46M	2.4%	−3,151−4.8%	Reduced	Holders
Q4 2021	65,269	$4.51M	2.4%	−11,144−14.6%	Reduced	Holders
Q3 2021	76,413	$5.37M	3.1%	−591−0.8%	Reduced	Holders
Q2 2021	77,004	$4.77M	2.7%	+1,962+2.6%	Added	Holders
Q1 2021	75,042	$5.01M	3.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.