HolderBook

HARTFORD INSURANCE GROUP INC (HIG)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

42
Reporting holders
$39.6M
Reported value
1.4%
Calls
0.0%
Puts
-1,159
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
EASTERN BANK$19.3M157,6920.29%18q+0.8%+$154.5K
FIRST FINANCIAL BANK - TRUST DIVISION$8.2M67,2790.59%16q-7.7%-$688.2K
Monument Capital Management$2.8M23,2310.59%9qHELD
GAMMA Investing LLC$1.9M15,8170.07%12q+2.4%+$45.6K
Farther Finance Advisors, LLC$1.3M10,2610.01%16q+11.2%+$126.1K
Wedmont Private Capital$688.8K5,3200.02%12q+2.9%+$19.6K
CenterStar Asset Management, LLC$538.4Koptions only0.13%3qOPTIONS
RIVERSEDGE ADVISORS, LLC$378.3K3,0920.05%7q+33.3%+$94.6K
Venture Visionary Partners LLC$324.4K2,6510.01%23q-1.0%-$3.3K
YHB Investment Advisors, Inc.$301.4K2,4630.02%16q+5.9%+$16.8K
Acropolis Investment Management, LLC$293.7K2,4000.01%3q-23.1%-$88.2K
Bank of New Hampshire$282.4K2,3080.06%22qHELD
Trinity Financial Advisors LLC$279.2K2,2710.07%9qHELD
Wealth Enhancement Trust Services, Inc.$278.2K2,2740.03%4q+54.7%+$98.4K
Dale Q Rice Investment Management Ltd$269.2K2,2000.15%8qHELD
Balefire, LLC$257.2K2,1020.04%6q-5.7%-$15.4K
Apella Capital, LLC$254.2K2,0030.00%2q+3.5%+$8.6K
Douglas Lane & Associates, LLC$253.7K2,0730.00%11q-1.0%-$2.4K
Versant Capital Management, Inc$241.5K1,9740.02%32q+36.8%+$65.0K
Valeo Financial Advisors, LLC$237.6K1,9410.01%9q-3.2%-$8.0K
Cooper Financial Group$210.4K1,7200.02%10qHELD
ARMSTRONG ADVISORY GROUP, INC$171.3K1,4000.01%16qHELD
TOMPKINS FINANCIAL CORP$128.2K1,0480.01%31qHELD
CoreCap Advisors, LLC$120.3K9830.00%9q+8.1%+$9.1K
MassMutual Private Wealth & Trust, FSB$117.7K9620.00%23q-8.0%-$10.3K
Grove Bank & Trust$96.3K7870.01%16qHELD
General Partner, Inc.$70.4K5750.04%11qHELD
STEPH & CO$65.8K5380.02%28q-9.4%-$6.9K
Investors Research Corp$61.2K5000.01%31qHELD
Sarver Vrooman Wealth Advisors$39.2K3200.02%7qHELD
ELEVATION WEALTH PARTNERS, LLC$12.5K1020.00%5q+8.5%
GoalVest Advisory LLC$10.4K850.00%13qHELD
Mn Services Vermogensbeheer B.V.$10.0K81,6260.07%22q+4.6%
ACIMA PRIVATE WEALTH, LLC$5.1K420.00%32qHELD
GK Wealth Management LLC$4.6K380.00%newNEW
Planning Strategies Inc.$2.4K200.00%2q+11.1%
TOTH FINANCIAL ADVISORY CORP$2.3K190.00%newNEW
Retirement Wealth Solutions LLC$1.6K130.00%5q+85.7%
Davis Capital Management$1.2K100.00%5q+25.0%
CX Institutional$1.1K9,2170.03%12q+1.0%
Olistico Wealth, LLC$97980.00%newNEW
Marquette Asset Management, LLC$49040.00%newNEW
Trust Co$36730.00%4qHELD
GILPIN WEALTH MANAGEMENT, LLC$12310.00%newNEW
Polaris Financial Partners$272200.01%newFIRST

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-302026-09-30Directors or officers departed or appointedfiling
2026-09-252026-09-23Material agreement terminatedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-27TOOKER ADIN MPresidentSold8,895$1.2M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202642$39.6M318,53051481.4%
Q2 20261,201$36.7B275,345,5011003854220.3%
Q1 20261,190$34.1B251,617,1921074173340.3%
Q4 20251,186$35.7B258,688,987974233360.2%
Q3 20251,130$34.2B256,162,3761023793480.2%
Q2 20251,112$33.0B260,270,3761083893340.1%
Q1 20251,069$32.7B263,856,0111243343660.2%
Q4 20241,046$29.3B266,616,943683453280.3%
Q3 20241,021$32.1B272,131,1491323113190.4%
Q2 2024938$28.2B278,724,229783083120.6%
Q1 2024927$29.9B288,972,9361282583200.6%
Q4 2023863$23.7B292,035,962892772750.9%
Q3 2023782$19.9B278,741,083542722510.7%
Q2 2023777$20.4B281,336,135672452600.6%
Q1 2023778$20.9B298,722,418672762481.0%
Q4 2022794$22.4B291,818,484952632371.3%
Q3 2022734$18.4B292,665,009622562431.2%
Q2 2022735$19.4B294,799,709732492350.8%
Q1 2022729$21.8B301,805,723672502310.8%
Q4 2021718$21.6B308,835,923671992311.2%
Q3 2021685$22.4B314,382,028791972401.3%
Q2 2021674$20.0B320,121,270631862611.1%
Q1 2021718$22.6B329,619,9831382002462.8%
Q4 2020637$16.7B331,280,233772032131.1%
Q3 2020599$12.2B328,625,167482091940.9%
Q2 2020611$12.8B327,890,700711892300.8%
Q1 2020609$11.8B331,356,408601822360.9%
Q4 2019698$20.6B335,604,037672262081.1%
Q3 2019656$20.3B330,246,020661892281.2%
Q2 2019648$18.9B336,415,469712292000.8%
Q1 2019636$16.4B328,938,719702102100.5%
Q4 2018611$15.0B336,217,462813110.6%