Hartford Insurance Group, Inc.
HIG- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000874766
No open-market purchases or sales by Hartford Insurance Group, Inc. insiders were filed in the last 90 days; 1,203 institutions reported holding it in 13F filings for Q2 2026, worth $33.5B in total; no superinvestor holds it.
Other share classesHIG.PG
13F holders, Q3 2024
Institutional positions in Hartford Insurance Group, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,013
- +90 vs. Q2 2024
- Shares held
- 265.7M
- +20.6M (+8.4%) vs. Q2 2024
- Total value
- $31.2B
- +$6.51B (+26.4%) vs. Q2 2024
- New holders
- 143
- 348 more added
- Sold out
- 53
- 344 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HIG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,203 | $33.5B |
| Q1 2026 | 1,196 | $33.9B |
| Q4 2025 | 1,183 | $35.4B |
| Q3 2025 | 1,129 | $33.8B |
| Q2 2025 | 1,108 | $32.9B |
| Q1 2025 | 1,064 | $32.7B |
| Q4 2024 | 1,043 | $29.2B |
| Q3 2024 | 1,013 | $31.2B |
| Q2 2024 | 930 | $27.2B |
| Q1 2024 | 923 | $28.2B |
| Q4 2023 | 855 | $22.4B |
| Q3 2023 | 778 | $19.8B |
| Q2 2023 | 774 | $20.3B |
| Q1 2023 | 777 | $19.8B |
| Q4 2022 | 789 | $21.9B |
| Q3 2022 | 735 | $18.1B |
| Q2 2022 | 740 | $19.3B |
| Q1 2022 | 730 | $21.7B |
| Q4 2021 | 716 | $21.3B |
| Q3 2021 | 685 | $22.1B |
| Q2 2021 | 674 | $19.8B |
| Q1 2021 | 708 | $22.0B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Hartford Insurance Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,603 | $187.7K | 0.02% | +1+0.1% | Added |
| Global Retirement Partners, LLC | 1,626 | $191.2K | 0.01% | +16+1.0% | Added |
| Planned Solutions, Inc. | 1,695 | $199.3K | 0.08% | +1,695 | New |
| New Wave Wealth Advisors LLC | 1,709 | $201.0K | 0.09% | −1,196−41.2% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,709 | $201.0K | 0.09% | +1,709 | New |
| Chilton Investment Co LLC | 1,714 | $201.6K | 0.01% | +1,714 | New |
| Capital Asset Advisory Services LLC | 1,745 | $201.7K | 0.01% | +1,745 | New |
| Phillips Wealth Planners LLC | 1,688 | $201.9K | 0.19% | +1,688 | New |
| DMG Group, LLC | 1,726 | $203.0K | 0.16% | +1,726 | New |
| Intrua Financial, LLC | 1,731 | $203.6K | 0.03% | +1,731 | New |
| Five Oceans Advisors | 1,733 | $203.8K | 0.10% | +1,733 | New |
| Axxcess Wealth Management, LLC | 1,742 | $204.9K | 0.01% | +1,742 | New |
| Verus Financial Partners, Inc. | 1,741 | $205.3K | 0.02% | +1,741 | New |
| Pzena Investment Management LLC | 1,757 | $206.6K | 0.00% | −313−15.1% | Reduced |
| Mather Group, LLC. | 1,766 | $207.7K | 0.00% | −79−4.3% | Reduced |
| McLean Asset Management Corp | 1,766 | $208.5K | 0.06% | +1,766 | New |
| Marcum Wealth, LLC | 1,780 | $209.3K | 0.02% | +1,780 | New |
| Lakeview Capital Partners, LLC | 1,783 | $209.7K | 0.03% | −472−20.9% | Reduced |
| Avestar Capital, LLC | 1,792 | $210.8K | 0.02% | −221−11.0% | Reduced |
| Means Investment Co., Inc. | 1,798 | $211.4K | 0.02% | +1,798 | New |
| Strategic Financial Services, Inc, | 1,798 | $211.5K | 0.01% | +1,798 | New |
| MidWestOne Financial Group, Inc. | 1,800 | $211.7K | 0.03% | +1,800 | New |
| Valeo Financial Advisors, LLC | 1,801 | $211.8K | 0.01% | +1,801 | New |
| Sunpointe, LLC | 1,801 | $212.7K | 0.17% | +1,801 | New |
| Strategic Advisors LLC | 1,809 | $212.8K | 0.04% | +1,809 | New |
| Sigma Planning Corp | 1,825 | $214.6K | 0.01% | −442−19.5% | Reduced |
| Axq Capital, LP | 1,841 | $216.5K | 0.07% | +1,841 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,848 | $217.3K | 0.03% | +1,848 | New |
| Shore Point Advisors, LLC | 1,852 | $217.8K | 0.12% | +1,852 | New |
| Stevens Capital Management LP | 1,870 | $220.0K | 0.03% | +1,870 | New |
| Consolidated Portfolio Review Corp | 1,874 | $220.4K | 0.05% | +1,874 | New |
| MV Capital Management, Inc. | 1,875 | $220.5K | 0.02% | −168−8.2% | Reduced |
| Tyler-Stone Wealth Management | 1,879 | $221.0K | 0.04% | +1,328+241.0% | Added |
| Western Wealth Management, LLC | 1,885 | $221.7K | 0.01% | +1,885 | New |
| Source Financial Advisors LLC | 1,900 | $223.5K | 0.07% | +1,900 | New |
| EHP Funds Inc. | 1,900 | $223.5K | 0.16% | −3,200−62.7% | Reduced |
| Northwest Bancshares, Inc. | 1,905 | $224.0K | 0.04% | +1,905 | New |
| Trinity Financial Advisors LLC | 1,900 | $224.9K | 0.10% | +1,900 | New |
| RNC Capital Management LLC | 2,254 | $226.6K | 0.01% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,933 | $227.0K | 0.02% | +1,933 | New |
| Premier Path Wealth Partners, LLC | 1,934 | $227.5K | 0.04% | +1,934 | New |
| Avantax Planning Partners, Inc. | 1,951 | $229.5K | 0.01% | −713−26.8% | Reduced |
| William Blair Investment Management, LLC | 1,986 | $233.6K | 0.00% | −121−5.7% | Reduced |
| Pallas Capital Advisors LLC | 1,941 | $233.8K | 0.01% | −1,211−38.4% | Reduced |
| Paradigm Asset Management Co LLC | 2,000 | $235.2K | 0.06% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,000 | $235.2K | 0.02% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 2,000 | $235.2K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,014 | $236.9K | 0.01% | −2,000−49.8% | Reduced |
| One Capital Management, LLC | 2,015 | $237.0K | 0.01% | −4−0.2% | Reduced |
| AE Wealth Management LLC | 2,022 | $237.8K | 0.00% | +2,022 | New |
| Ellevest, Inc. | 2,022 | $237.8K | 0.01% | +2,022 | New |
| Clearstead Advisors, LLC | 2,030 | $238.7K | 0.00% | +320+18.7% | Added |
| Howard Capital Management Inc. | 2,056 | $241.8K | 0.00% | +2,056 | New |
| Cooper Financial Group | 2,063 | $242.6K | 0.03% | −237−10.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,089 | $245.2K | 0.08% | +2,089 | New |
| Fidelis Capital Partners, LLC | 2,049 | $245.6K | 0.03% | +74+3.7% | Added |
| North Star Investment Management Corp. | 2,115 | $248.7K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,130 | $250.5K | 0.04% | +2,130 | New |
| Concurrent Investment Advisors, LLC | 2,154 | $253.3K | 0.01% | +32+1.5% | Added |
| DLK Investment Management, LLC | 2,155 | $253.4K | 0.10% | +2,155 | New |
| Ignite Planners, LLC | 2,156 | $253.6K | 0.06% | +26+1.2% | Added |
| Kestra Private Wealth Services, LLC | 2,163 | $254.4K | 0.00% | −379−14.9% | Reduced |
| Keystone Financial Group | 2,167 | $254.8K | 0.03% | +10.0% | Added |
| Trillium Asset Management, LLC | 2,167 | $255.0K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,169 | $255.1K | 0.01% | +21+1.0% | Added |
| Winthrop Advisory Group LLC | 2,161 | $255.2K | 0.03% | +31+1.5% | Added |
| SMART Wealth LLC | 2,191 | $257.7K | 0.10% | +2,191 | New |
| Camden Capital, LLC | 2,195 | $258.2K | 0.03% | −13−0.6% | Reduced |
| SpiderRock Advisors, LLC | 2,196 | $258.4K | 0.01% | −26−1.2% | Reduced |
| Douglas Lane & Associates, LLC | 2,203 | $259.1K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 2,209 | $259.8K | 0.02% | −12−0.5% | Reduced |
| Evercore Wealth Management, LLC | 2,213 | $260.3K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,227 | $261.9K | 0.00% | +2,227 | New |
| Asset Dedication, LLC | 2,240 | $263.4K | 0.02% | +411+22.5% | Added |
| Chicago Partners Investment Group LLC | 2,202 | $263.9K | 0.01% | +8+0.4% | Added |
| Salzhauer Michael | 2,246 | $264.2K | 0.17% | 00.0% | Unchanged |
| Proequities, Inc. | 2,256 | $266.4K | 0.02% | −38−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,268 | $266.7K | 0.02% | −47−2.0% | Reduced |
| Clarius Group, LLC | 2,273 | $266.8K | 0.02% | +8+0.4% | Added |
| Principal Securities, Inc. | 2,292 | $269.6K | 0.01% | +523+29.6% | Added |
| Morningstar Investment Services LLC | 2,309 | $270.0K | 0.00% | +107+4.9% | Added |
| Waldron Private Wealth LLC | 2,300 | $270.5K | 0.01% | +2+0.1% | Added |
| AdvisorNet Financial, Inc | 2,301 | $270.6K | 0.02% | +67+3.0% | Added |
| Hartford Financial Management Inc. | 2,303 | $270.9K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 2,303 | $271.0K | 0.02% | −598−20.6% | Reduced |
| Oppenheimer & Co Inc | 2,306 | $271.2K | 0.00% | +2,306 | New |
| Wealthspire Advisors, LLC | 2,308 | $271.5K | 0.00% | −8−0.3% | Reduced |
| Fielder Capital Group LLC | 2,317 | $272.5K | 0.09% | +231+11.1% | Added |
| Drive Wealth Management, LLC | 2,315 | $273.3K | 0.07% | +26+1.1% | Added |
| Howard Capital Management Group, LLC | 2,331 | $274.2K | 0.02% | +4+0.2% | Added |
| Sterling Investment Counsel, LLC | 2,355 | $277.0K | 0.10% | −280−10.6% | Reduced |
| Headlands Technologies LLC | 2,363 | $277.9K | 0.03% | +2,363 | New |
| Verum Partners LLC | 2,390 | $281.1K | 0.08% | +21+0.9% | Added |
| Caption Management, LLC | 2,400 | $282.3K | 0.03% | +2,400 | New |
| Lifeworks Advisors, LLC | 2,417 | $284.3K | 0.06% | +214+9.7% | Added |
| American Investment Services, Inc. | 2,423 | $285.0K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,424 | $285.1K | 0.03% | +7+0.3% | Added |
| Stratos Wealth Partners, LTD. | 2,430 | $285.9K | 0.00% | +191+8.5% | Added |
| HighPoint Advisor Group LLC | 2,601 | $286.3K | 0.02% | −12−0.5% | Reduced |
| Skopos Labs, Inc. | 2,444 | $287.4K | 0.09% | +94+4.0% | Added |