HIG · Company research
The Hartford Insurance Group, Inc. (HIG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Inscription Capital, LLC | 1767868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1593 | 211137 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW VERNON INVESTMENT MANAGEMENT LLC | 1500605 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22387 | 2966725 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 462707 | 61318 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27163 | 3599641 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166 | 22 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85888 | 11381878 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aaron Wealth Advisors LLC | 1812198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4359 | 577655 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1471194 | 194962579 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 286311 | 37941934 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cohen Klingenstein LLC | 1453620 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108133 | 14329785 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Perpetual Ltd | 1647273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3071 | 406969 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| UniSuper Management Pty Ltd | 1989400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31460 | 4169079 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105602 | 13994362 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Douglas Lane & Associates, LLC | 1672594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2093 | 277364 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77720 | 10400 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9037 | 1197625 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Evercore Wealth Management, LLC | 1482689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1957 | 259342 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 8216 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 421 | 56047 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SEEDS INVESTOR LLC | 2021047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2278 | 301896 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| REAP Financial Group, LLC | 2048581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1365 | 180907 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BAYVIEW ASSET MANAGEMENT, LLC | 1767366 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 3975600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PINEBRIDGE INVESTMENTS LLC | 2088548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48811 | 6468434 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| World Investment Advisors | 1652594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5882 | 794746 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SITTNER & NELSON, LLC | 1846138 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 26504 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2262 | 299761 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62704 | 8309534 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10666 | 1413458 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 1193 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Prostatis Group LLC | 1649186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1861 | 246620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Generali Investments, Management Co LLC | 2043136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 847 | 112244 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1733 | 229657 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34585 | 274593 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2208 | 292604 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2968 | 393319 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 398 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Torren Management, LLC | 2096203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177 | 23399 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Berger Financial Group, Inc | 1826136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47556 | 6302057 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7342921 | 976071002 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1309 | 173796 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 259897 | 34441550 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 776 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77713 | 10299 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77155 | 10224590 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92139 | 12210260 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107 | 14180 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Indivisible Partners | 2098400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40337 | 5345470 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37789 | 5008176 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 219694 | 29224005 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KEYNOTE FINANCIAL SERVICES LLC | 2026127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3863 | 511925 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220 | 29154 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sharp Wealth Advisory, LLC | 1733194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3185 | 422076 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 241095 | 31949909 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 216 | 28624 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 842180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118109 | 15652041 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Phillips Wealth Planners LLC | 1962628 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1513 | 211275 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1881568 | 249345391 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1639899 | 217319416 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ABNER HERRMAN & BROCK LLC | 1038661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 530 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2020 | 267690 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MTM Investment Management, LLC | 1831416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3955 | 524117 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9473 | 1261930 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Apella Capital, LLC | 1801507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1935 | 270153 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Qsemble Capital Management, LP | 1766159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32299 | 4280263 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32415 | 4295636 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| CHELSEA COUNSEL CO | 1276755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 11981 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 12457 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| AE Wealth Management LLC | 1697723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2882 | 381954 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Dale Q Rice Investment Management Ltd | 2041427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2200 | 291544 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2128930 | 282125804 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Elevated Capital Advisors, LLC | 1802387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 795 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Curi Capital, LLC | 1332905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7417 | 985165 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17253 | 2286318 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Naviter Wealth, LLC | 1855567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4157 | 553437 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55813 | 7396339 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45347 | 6009384 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SAGESPRING WEALTH PARTNERS, LLC | 2056425 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4817 | 638392 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Baron Wealth Management LLC | 1968507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1639 | 217209 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 228549 | 30287273 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2971737 | 393814587 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.