Who holds HIGticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

HARTFORD INSURANCE GROUP INC · COM · quarter ended 2026-03-31 · 11 members disclosed HIG ↗

876

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$30.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

436

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of HIG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.3B	31,741,678	−233,243	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.4B	17,997,591	—	no prior
3	STATE STREET CORP	$2.2B	16,058,482	+262	add
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.2B	15,919,750	—	no prior
5	FMR LLC	$1.5B	11,115,127	−739,762	trim
6	GEODE CAPITAL MANAGEMENT, LLC	$1.1B	8,206,222	+257,274	add
7	Invesco Ltd.	$685M	5,065,873	+35,410	add
8	DIMENSIONAL FUND ADVISORS LP	$635M	4,699,459	+72,448	add
9	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$594M	4,394,331	+127,075	add
10	NORDEA INVESTMENT MANAGEMENT AB	$592M	4,427,559	+38,230	add
11	FRANKLIN RESOURCES INC	$538M	3,975,736	+418,127	add
12	MORGAN STANLEY	$532M	3,934,042	−40,876	trim
13	NORTHERN TRUST CORP	$527M	3,896,192	−262	trim
14	BANK OF AMERICA CORP /DE/	$518M	3,831,622	+79,827	add
15	FIRST TRUST ADVISORS LP	$468M	3,461,607	+189,916	add
16	VICTORY CAPITAL MANAGEMENT INC	$407M	3,008,859	−66,932	trim
17	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$387M	2,820,192	−50,542	trim
18	Legal & General Group Plc	$356M	2,630,815	+96,308	add
19	Bank of New York Mellon Corp	$328M	2,424,947	−176,102	trim
20	Newport Trust Company, LLC	$327M	2,417,711	−41,998	trim
21	AustralianSuper Pty Ltd	$277M	2,045,163	+53,035	add
22	Allianz Asset Management GmbH	$265M	1,957,461	+325,379	add
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$255M	1,884,892	+34,750	add
24	Robeco Institutional Asset Management B.V.	$252M	1,866,217	+104,826	add
25	Amundi	$235M	1,734,466	+231,209	add
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$229M	1,693,512	+133,142	add
27	AQR CAPITAL MANAGEMENT LLC	$218M	1,618,912	+218,211	add
28	UBS Group AG	$212M	1,569,925	+237,812	add
29	VANGUARD FIDUCIARY TRUST CO	$212M	1,567,159	—	no prior
30	DEUTSCHE BANK AG\	$191M	1,413,333	+146,291	add
31	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$183M	1,355,035	−45,359	trim
32	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$182M	1,347,933	+125,444	add
33	BNP Paribas Asset Management Holding S.A.	$163M	1,201,826	−111,693	trim
34	PANAGORA ASSET MANAGEMENT INC	$153M	1,128,358	−389,964	trim
35	HSBC HOLDINGS PLC	$148M	1,095,255	−1,232,311	trim
36	ROYAL BANK OF CANADA	$148M	1,091,107	+1,091,107	new
37	Man Group plc	$138M	1,023,023	−206,088	trim
38	BARCLAYS PLC	$138M	1,021,560	+182,841	add
39	AMERICAN CENTURY COMPANIES INC	$136M	1,008,526	−44,387	trim
40	Nuveen, LLC	$123M	906,073	+263,319	add
41	Swiss National Bank	$111M	817,800	+47,300	add
42	SCHRODER INVESTMENT MANAGEMENT GROUP	$108M	802,232	+75,811	add
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$107M	787,611	+2,038	add
44	ASSETMARK, INC	$104M	768,041	+32,135	add
45	Swedbank AB	$94.3M	697,017	−891	trim
46	Woodline Partners LP	$93.6M	692,125	+687,622	add
47	Sumitomo Mitsui Trust Group, Inc.	$91.8M	678,841	−25,374	trim
48	Vanguard Global Advisers, LLC	$90.6M	669,933	—	no prior
49	LAZARD ASSET MANAGEMENT LLC	$89.3M	660,624	+109,268	add
50	ENVESTNET ASSET MANAGEMENT INC	$86.4M	638,721	−26,508	trim
51	AMERIPRISE FINANCIAL INC	$86.2M	637,175	−980,921	trim
52	RAYMOND JAMES FINANCIAL INC	$85.8M	634,807	−44,756	trim
53	Mitsubishi UFJ Asset Management Co., Ltd.	$85.6M	633,283	+45,919	add
54	WELLS FARGO & COMPANY/MN	$81.9M	605,408	+10,152	add
55	Qube Research & Technologies Ltd	$80.2M	592,788	+132,525	add
56	RHUMBLINE ADVISERS	$77.4M	572,034	−8,573	trim
57	STOREBRAND ASSET MANAGEMENT AS	$76.9M	568,884	—	no prior
58	EQUITY INVESTMENT CORP	$76.8M	567,999	−12,990	trim
59	CITADEL ADVISORS LLC	$72.7M	537,941	+414,451	add
60	JUPITER ASSET MANAGEMENT LTD	$72.7M	537,614	+23,106	add
61	BANK OF MONTREAL /CAN/	$71.6M	529,404	+187,332	add
62	National Pension Service	$71.5M	528,660	+528,660	new
63	SEB Asset Management AB	$69.3M	512,533	—	no prior
64	VANGUARD ASSET MANAGEMENT, Ltd	$65.8M	486,718	—	no prior
65	CANADA PENSION PLAN INVESTMENT BOARD	$59.6M	440,513	+28,822	add
66	Korea Investment CORP	$56.1M	415,175	−104,916	trim
67	Vest Financial, LLC	$56.0M	414,073	+38,255	add
68	ZACKS INVESTMENT MANAGEMENT	$56.0M	413,900	−11,542	trim
69	NewEdge Advisors, LLC	$55.3M	408,818	+408,818	new
70	Point72 Asset Management, L.P.	$54.3M	401,368	+293,775	add
71	Janus Henderson Group Ltd.	$51.9M	383,504	+20,197	add
72	Aberdeen Group plc	$48.3M	357,165	+663	add
73	PRINCIPAL FINANCIAL GROUP INC	$48.0M	355,296	+7,053	add
74	Pictet Asset Management Holding SA	$47.4M	350,849	−56,439	trim
75	SEI INVESTMENTS CO	$46.0M	340,205	+32,827	add
76	Zurcher Kantonalbank (Zurich Cantonalbank)	$45.3M	334,899	+334,899	new
77	ALLIANCEBERNSTEIN L.P.	$44.6M	323,496	−43,398	trim
78	CITIGROUP INC	$43.8M	323,712	+43,301	add
79	MERCER GLOBAL ADVISORS INC /ADV	$43.2M	319,789	−72,175	trim
80	DnB Asset Management AS	$43.1M	318,776	+33,035	add
81	TEACHER RETIREMENT SYSTEM OF TEXAS	$42.8M	316,490	−14,478	trim
82	FEDERATED HERMES, INC.	$41.9M	310,049	−9,012	trim
83	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$41.8M	309,383	+14,743	add
84	TD ASSET MANAGEMENT INC	$41.0M	303,304	−60,793	trim
85	Gotham Asset Management, LLC	$39.9M	295,157	+21,794	add
86	Retirement Systems of Alabama	$39.3M	290,652	−51	trim
87	Assenagon Asset Management S.A.	$38.0M	280,884	+170,452	add
88	DEPRINCE RACE & ZOLLO INC	$36.5M	269,686	−580	trim
89	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$34.3M	253,631	−392	trim
90	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$34.2M	253,216	−47,997	trim
91	LPL Financial LLC	$33.4M	247,327	−4,659	trim
92	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$31.7M	234,554	+234,554	new
93	DIAMOND HILL CAPITAL MANAGEMENT INC	$31.3M	231,571	−6,150	trim
94	Bridgewater Associates, LP	$31.2M	231,050	−278,946	trim
95	Squarepoint Ops LLC	$30.0M	222,211	+56,428	add
96	Illinois Municipal Retirement Fund	$28.7M	212,208	−4,682	trim
97	STIFEL FINANCIAL CORP	$27.7M	204,953	−34,821	trim
98	AMF Tjanstepension AB	$27.3M	201,947	+5,820	add
99	OSAIC HOLDINGS, INC.	$26.8M	197,835	+135,223	add
100	MARTINGALE ASSET MANAGEMENT L P	$26.4M	195,271	−3,465	trim
101	MILLENNIUM MANAGEMENT LLC	$26.2M	193,482	−178,641	trim
102	ROYAL LONDON ASSET MANAGEMENT LTD	$26.0M	192,171	+13,804	add
103	GUARDIAN CAPITAL LP	$25.5M	188,835	+31,765	add
104	APG Asset Management N.V.	$25.4M	216,772	−11,613	trim
105	Arbejdsmarkedets Tillaegspension	$25.3M	187,110	+8,250	add
106	CREDIT AGRICOLE S A	$24.8M	183,429	+40,655	add
107	VOYA INVESTMENT MANAGEMENT LLC	$24.6M	182,219	−825	trim
108	Quantinno Capital Management LP	$24.3M	179,685	+49,932	add
109	Zurich Insurance Group Ltd/FI	$23.7M	175,164	−237,197	trim
110	Connor, Clark & Lunn Investment Management Ltd.	$23.3M	172,451	+118,570	add
111	Grantham, Mayo, Van Otterloo & Co. LLC	$22.4M	165,750	+38,582	add
112	Creative Planning	$21.6M	159,575	+19,337	add
113	STATE OF WISCONSIN INVESTMENT BOARD	$21.5M	158,717	+13,063	add
114	EASTERN BANK	$21.0M	155,635	−8,985	trim
115	WORLDQUANT MILLENNIUM ADVISORS LLC	$20.8M	154,086	−25,566	trim
116	CIBC Asset Management Inc	$20.8M	154,025	+30,589	add
117	Livforsakringsbolaget Skandia, Omsesidigt	$20.4M	150,565	+13,600	add
118	ADAGE CAPITAL PARTNERS GP, L.L.C.	$20.3M	149,832	+58,300	add
119	PRUDENTIAL FINANCIAL INC	$20.1M	148,950	−19,226	trim
120	Swiss Life Asset Management Ltd	$19.9M	147,063	+29,661	add
121	M&G Plc	$19.3M	142,860	−11,237	trim
122	Chevy Chase Trust Holdings, LLC	$18.9M	139,863	−2,245	trim
123	Vanguard Investments Australia, Ltd.	$18.9M	139,624	—	no prior
124	Asset Management One Co., Ltd.	$17.5M	129,463	−14,314	trim
125	TORONTO DOMINION BANK	$17.5M	129,281	−73,344	trim
126	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$17.2M	127,314	+60,050	add
127	NATIXIS	$17.2M	126,901	+8,758	add
128	TRUIST FINANCIAL CORP	$16.5M	121,660	−3,444	trim
129	Tredje AP-fonden	$16.0M	118,233	+69,201	add
130	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$15.7M	116,274	−1,806	trim
131	Corient Private Wealth LLC	$15.7M	115,866	−88,908	trim
132	NOMURA ASSET MANAGEMENT CO LTD	$15.6M	115,239	+7,295	add
133	US BANCORP \DE\	$15.6M	115,181	+3,372	add
134	Trexquant Investment LP	$15.5M	114,697	+9,373	add
135	RENAISSANCE TECHNOLOGIES LLC	$15.0M	110,600	+13,300	add
136	FIFTH THIRD BANCORP	$14.9M	110,349	+83,544	add
137	NATIONAL BANK OF CANADA /FI/	$14.8M	109,369	+8,399	add
138	Allspring Global Investments Holdings, LLC	$14.8M	109,738	+4,844	add
139	Cohen Klingenstein LLC	$14.6M	108,133	0	no change
140	Ensign Peak Advisors, Inc	$14.4M	106,832	−108,591	trim
141	ODDO BHF ASSET MANAGEMENT SAS	$14.1M	104,377	+23,015	add
142	COMMONWEALTH EQUITY SERVICES, LLC	$14.1M	104,118	−3,753	trim
143	QRG CAPITAL MANAGEMENT, INC.	$14.0M	103,830	−7,975	trim
144	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$13.9M	102,756	−41,067	trim
145	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$13.7M	111,997	−70,456	trim
146	BANK OF NOVA SCOTIA	$13.3M	98,091	−3,450	trim
147	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$12.5M	92,522	+81,507	add
148	Vanguard Personalized Indexing Management, LLC	$12.1M	89,772	+3,293	add
149	Resona Asset Management Co.,Ltd.	$12.1M	89,250	+362	add
150	Lansforsakringar Fondforvaltning AB (publ)	$12.0M	89,017	−633	trim
151	Clear Harbor Asset Management, LLC	$12.0M	88,832	+2,319	add
152	Mirae Asset Global Investments Co., Ltd.	$11.8M	87,412	+8,656	add
153	Dai-ichi Life Insurance Company, Ltd	$11.8M	87,384	−7,642	trim
154	IFM Investors Pty Ltd	$11.7M	86,277	+3,956	add
155	LBP AM SA	$11.6M	85,858	−10,975	trim
156	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$11.4M	84,390	+850	add
157	State of New Jersey Common Pension Fund D	$11.4M	84,183	0	no change
158	Cetera Investment Advisers	$11.3M	83,441	+9,041	add
159	STATE OF MICHIGAN RETIREMENT SYSTEM	$10.8M	80,041	−100	trim
160	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.7M	79,347	+8,361	add
161	Cerity Partners LLC	$10.6M	78,015	−5,538	trim
162	RITHOLTZ WEALTH MANAGEMENT	$10.5M	77,305	+4,300	add
163	Czech National Bank	$10.3M	75,957	+2,481	add
164	Arizona State Retirement System	$10.2M	75,716	−1,313	trim
165	FIL Ltd	$9.7M	71,871	−18,088	trim
166	MUFG Securities EMEA plc	$9.6M	71,123	0	no change
167	Daiwa Securities Group Inc.	$9.6M	70,825	+4,222	add
168	CIBC Bancorp USA Inc.	$9.4M	69,472	—	no prior
169	Federation des caisses Desjardins du Quebec	$9.4M	69,349	−13,665	trim
170	Rafferty Asset Management, LLC	$9.2M	67,807	−17,199	trim
171	ProShare Advisors LLC	$9.0M	66,548	−2,640	trim
172	ASR Vermogensbeheer N.V.	$9.0M	66,366	+1,129	add
173	XPONANCE LLC	$8.9M	65,781	+9,301	add
174	MetLife Investment Management, LLC	$8.8M	65,200	−1,632	trim
175	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$8.8M	64,968	+152	add
176	CIBC WORLD MARKET INC.	$8.5M	63,118	−64,410	trim
177	GREAT LAKES ADVISORS, LLC	$8.5M	62,926	−620	trim
178	Quantbot Technologies LP	$8.5M	62,626	+62,626	new
179	MACKENZIE FINANCIAL CORP	$8.4M	62,182	−1,997	trim
180	GHP Investment Advisors, Inc.	$8.3M	61,491	−600	trim
181	MACQUARIE GROUP LTD	$8.2M	60,946	−21,600	trim
182	PRUDENTIAL PLC	$8.0M	59,056	−78,566	trim
183	Crossmark Global Holdings, Inc.	$7.9M	58,307	—	no prior
184	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.6M	56,436	−2,700	trim
185	Rockefeller Capital Management L.P.	$7.4M	54,977	−63,688	trim
186	Emerald Investment Advisers, LLC	$7.3M	53,767	—	no prior
187	Wealthfront Advisers LLC	$7.1M	52,247	+9,168	add
188	GUGGENHEIM CAPITAL LLC	$7.0M	51,792	+18,659	add
189	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$7.0M	51,461	−420	trim
190	INTECH INVESTMENT MANAGEMENT LLC	$7.0M	51,680	+20,582	add
191	Berger Financial Group, Inc	$6.6M	48,800	−3,140	trim
192	Mediolanum International Funds Ltd	$6.6M	49,079	+16,605	add
193	EDENTREE ASSET MANAGEMENT Ltd	$6.5M	48,120	0	no change
194	Lifeworks Advisors, LLC	$6.5M	47,766	+13,757	add
195	USS Investment Management Ltd	$6.4M	47,513	+4,017	add
196	MML INVESTORS SERVICES, LLC	$6.4M	47,401	−13,371	trim
197	1832 Asset Management L.P.	$6.3M	46,833	−9,090	trim
198	Eurizon Capital SGR S.p.A.	$6.2M	46,188	−18,605	trim
199	Utah Retirement Systems	$6.2M	45,655	−758	trim
200	M&T BANK CORP	$6.1M	44,953	−151	trim
201	Monte Financial Group, LLC	$6.1M	44,895	+524	add
202	Candriam S.C.A.	$6.0M	44,127	−3,946	trim
203	TKG Advisors, LLC	$6.0M	44,119	+304	add
204	Caprock Group, LLC	$5.8M	42,975	−1,837	trim
205	Moran Wealth Management, LLC	$5.8M	42,780	+326	add
206	Bank Julius Baer & Co. Ltd, Zurich	$5.8M	42,756	+4,089	add
207	Pathstone Holdings, LLC	$5.7M	42,337	+332	add
208	Andra AP-fonden	$5.7M	42,000	−29,100	trim
209	Sterling Capital Management LLC	$5.7M	41,969	+24,023	add
210	D. E. Shaw & Co., Inc.	$5.7M	41,943	+41,943	new
211	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.6M	41,572	+964	add
212	TRUSTMARK BANK TRUST DEPARTMENT	$5.6M	41,251	−4,670	trim
213	Rakuten Investment Management, Inc.	$5.6M	41,379	+4,616	add
214	FLPUTNAM INVESTMENT MANAGEMENT CO	$5.5M	40,785	−3,376	trim
215	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$5.5M	40,611	−4,130	trim
216	NEOS Investment Management LLC	$5.4M	39,627	−4,589	trim
217	Polar Capital Holdings Plc	$5.3M	39,482	−21,812	trim
218	Elo Mutual Pension Insurance Co	$5.3M	39,282	−5,021	trim
219	Tidal Investments LLC	$5.3M	39,303	+39,303	new
220	Indivisible Partners	$5.3M	38,976	+36,296	add
221	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.2M	38,574	+635	add
222	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.2M	38,409	−11,403	trim
223	Sanctuary Advisors, LLC	$5.2M	38,215	−1,543	trim
224	Uncommon Cents Investing LLC	$5.1M	37,500	+1,025	add
225	Kintegral Advisory, LLC	$5.0M	37,000	−1,641	trim
226	LEUTHOLD GROUP, LLC	$5.0M	36,823	+520	add
227	TWO SIGMA INVESTMENTS, LP	$5.0M	36,818	+29,906	add
228	BROWN ADVISORY INC	$4.9M	35,918	+8,248	add
229	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.9M	35,917	+177	add
230	Summit Financial, LLC	$4.7M	34,664	+29,163	add
231	Laird Norton Wetherby Trust Company, LLC	$4.7M	34,470	−1,169	trim
232	Horizon Investment Services, LLC	$4.6M	34,240	−4	trim
233	Empowered Funds, LLC	$4.6M	34,161	+34,161	new
234	Investment Management Corp of Ontario	$4.6M	34,130	−10,361	trim
235	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$4.5M	33,531	+3,073	add
236	DANSKE BANK A/S	$4.5M	33,358	−102	trim
237	Envestnet Portfolio Solutions, Inc.	$4.4M	32,389	−447	trim
238	Kingsview Wealth Management, LLC	$4.4M	32,358	−94	trim
239	DIVIDEND ASSETS CAPITAL, LLC	$4.4M	32,329	+20,122	add
240	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.3M	31,953	+100	add
241	OP Asset Management Ltd	$4.3M	31,747	—	no prior
242	Ballentine Partners, LLC	$4.3M	31,667	+733	add
243	Cyndeo Wealth Partners, LLC	$4.2M	31,314	+5,702	add
244	Focus Partners Wealth	$4.2M	31,083	−8,497	trim
245	EXCHANGE TRADED CONCEPTS, LLC	$4.2M	31,127	+18,610	add
246	Strategic Global Advisors, LLC	$4.2M	30,716	−330	trim
247	Y-Intercept (Hong Kong) Ltd	$4.1M	30,549	+30,549	new
248	Generali Asset Management SPA SGR	$4.1M	30,216	−5,168	trim
249	Savant Capital, LLC	$4.0M	29,943	+5,475	add
250	SIGNET FINANCIAL MANAGEMENT, LLC	$4.0M	29,824	−540	trim
251	FIRST CITIZENS BANK & TRUST CO	$3.9M	29,156	+1,621	add
252	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$3.9M	29,013	+1,613	add
253	Mitsubishi UFJ Trust & Banking Corp	$3.8M	28,452	+13,435	add
254	Advisors Asset Management, Inc.	$3.8M	28,160	−732	trim
255	Mariner, LLC	$3.8M	27,860	−20,437	trim
256	UniSuper Management Pty Ltd	$3.7M	27,673	−668	trim
257	Radnor Capital Management, LLC	$3.7M	27,588	0	no change
258	FINANCIAL ADVISORY PARTNERS, LLC	$3.7M	27,552	+173	add
259	XTX Topco Ltd	$3.7M	27,319	+13,666	add
260	Baird Financial Group, Inc.	$3.7M	27,110	+27,110	new
261	Sequoia Financial Advisors, LLC	$3.6M	26,658	−1,098	trim
262	EFG International AG	$3.6M	26,633	+16,397	add
263	Metis Global Partners, LLC	$3.6M	26,570	−4,550	trim
264	Institute for Wealth Management, LLC.	$3.5M	26,207	−80	trim
265	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.5M	25,993	−1,153	trim
266	Summit Place Financial Advisors, LLC	$3.5M	25,740	−345	trim
267	Aviso Financial Inc.	$3.5M	25,737	+968	add
268	Munich Reinsurance Co Stock Corp in Munich	$3.4M	25,367	−14,032	trim
269	Financiere des Professionnels - Fonds d'investissement inc.	$3.3M	24,639	0	no change
270	INTRUST BANK NA	$3.3M	24,544	+1,393	add
271	BDF-GESTION	$3.3M	24,524	0	no change
272	Graham Capital Management, L.P.	$3.3M	24,189	+24,189	new
273	Axecap Investments, LLC	$3.3M	24,133	+24,133	new
274	FULLER & THALER ASSET MANAGEMENT, INC.	$3.2M	23,969	+23,969	new
275	Monument Capital Management	$3.2M	23,736	−311	trim
276	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.1M	23,220	−11,720	trim
277	Avanza Fonder AB	$3.1M	23,193	0	no change
278	BAILARD, INC.	$3.1M	23,066	+9	add
279	GATEWAY INVESTMENT ADVISERS LLC	$3.1M	22,699	−33,383	trim
280	HighTower Advisors, LLC	$3.1M	22,601	−48,475	trim
281	&PARTNERS	$3.1M	22,563	−416	trim
282	NEW VERNON INVESTMENT MANAGEMENT LLC	$3.0M	22,387	−22,256	trim
283	HANCOCK WHITNEY CORP	$3.0M	22,105	+22,105	new
284	TWIN CAPITAL MANAGEMENT INC	$3.0M	21,835	−952	trim
285	Insight Wealth Strategies, LLC	$2.9M	21,545	+1,684	add
286	Osmosis Investment Management UK Ltd	$2.9M	21,430	−8,500	trim
287	GREENLEAF TRUST	$2.9M	21,511	+97	add
288	Private Advisor Group, LLC	$2.9M	21,300	−449	trim
289	Vise Technologies, Inc.	$2.9M	20,751	0	no change
290	D.A. DAVIDSON & CO.	$2.8M	20,590	+20,590	new
291	G&S Capital LLC	$2.8M	20,554	−751	trim
292	HENNESSY ADVISORS INC	$2.8M	20,500	+20,500	new
293	Ascent Group, LLC	$2.8M	20,440	+618	add
294	Atlantic Union Bankshares Corp	$2.7M	20,232	−100	trim
295	WBI INVESTMENTS, LLC	$2.7M	20,093	+9,226	add
296	Brevan Howard Capital Management LP	$2.7M	19,651	+1,051	add
297	Steward Partners Investment Advisory, LLC	$2.7M	19,630	+664	add
298	B. Metzler seel. Sohn & Co. AG	$2.6M	19,538	+2,323	add
299	CAISSE DES DEPOTS ET CONSIGNATIONS	$2.6M	19,513	−2,675	trim
300	TD Waterhouse Canada Inc.	$2.6M	19,450	+17,882	add
301	Banque Cantonale Vaudoise	$2.6M	19,016	+2,658	add
302	GLOBEFLEX CAPITAL L P	$2.5M	18,696	0	no change
303	Sustainable Insight Capital Management, LLC	$2.5M	18,610	−8,800	trim
304	Rothschild Wealth LLC	$2.5M	18,366	+18,366	new
305	Accurate Wealth Management, LLC	$2.5M	17,975	+10,373	add
306	NewEdge Wealth, LLC	$2.5M	18,227	−1,133	trim
307	Yarbrough Capital, LLC	$2.4M	17,690	0	no change
308	Norinchukin Bank, The	$2.4M	17,597	+23	add
309	Westover Capital Advisors, LLC	$2.4M	17,553	+731	add
310	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$2.3M	16,950	0	no change
311	Engineers Gate Manager LP	$2.3M	16,888	+11,788	add
312	MIZUHO SECURITIES USA LLC	$2.3M	16,861	−3,428	trim
313	WCG Wealth Advisors LLC	$2.3M	16,771	+2,129	add
314	OMERS ADMINISTRATION Corp	$2.3M	16,755	+6,041	add
315	Kestra Advisory Services, LLC	$2.3M	16,728	−918	trim
316	Vinva Investment Management Ltd	$2.3M	16,790	−87,271	trim
317	Aurora Investment Counsel	$2.3M	16,659	−2,982	trim
318	F/m Investments LLC	$2.2M	16,611	−55,062	trim
319	Northwest & Ethical Investments L.P.	$2.2M	16,501	+16,501	new
320	Allworth Financial LP	$2.2M	16,437	+1,564	add
321	ExodusPoint Capital Management, LP	$2.2M	16,323	+16,323	new
322	EP Wealth Advisors, LLC	$2.2M	16,183	−800	trim
323	JANE STREET GROUP, LLC	$2.2M	16,178	+142	add
324	Vident Advisory, LLC	$2.2M	16,133	+3,335	add
325	CWM, LLC	$2.2M	16,071	+582	add
326	GRIFFIN ASSET MANAGEMENT, INC.	$2.1M	15,825	+70	add
327	Knollwood Investment Advisory, LLC	$2.1M	15,700	0	no change
328	ABN AMRO INVESTMENT SOLUTIONS	$2.1M	15,597	+1,617	add
329	American State Bank (Iowa)	$2.1M	15,472	—	no prior
330	Orion Porfolio Solutions, LLC	$2.1M	15,379	+2,945	add
331	Atom Investors LP	$2.0M	14,689	+14,689	new
332	Richard Bernstein Advisors LLC	$2.0M	14,656	+14,656	new
333	Virtus Investment Advisers, LLC	$2.0M	14,563	−983	trim
334	Lifestyle Asset Management, Inc.	$2.0M	14,446	+1,280	add
335	Mystic Asset Management, Inc.	$1.9M	14,290	+204	add
336	STEPHENS INC /AR/	$1.9M	14,210	−457	trim
337	Maryland State Retirement & Pension System	$1.9M	13,877	0	no change
338	PFA Pension, Forsikringsaktieselskab	$1.9M	13,849	+13,849	new
339	Atria Investments, Inc	$1.9M	13,820	+1,737	add
340	BALYASNY ASSET MANAGEMENT L.P.	$1.8M	13,149	+773	add
341	Concurrent Investment Advisors, LLC	$1.8M	12,980	+1,261	add
342	KEYBANK NATIONAL ASSOCIATION/OH	$1.7M	12,692	+747	add
343	ING GROEP NV	$1.7M	12,667	+2,906	add
344	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.7M	12,359	+12,359	new
345	GeoWealth Management, LLC	$1.6M	12,144	−171	trim
346	New Age Alpha Advisors, LLC	$1.6M	12,131	−1,412	trim
347	AFFINITY INVESTMENT ADVISORS, LLC	$1.6M	12,110	+7,690	add
348	ICON ADVISERS INC/CO	$1.6M	12,020	0	no change
349	Merit Financial Group, LLC	$1.6M	11,968	+345	add
350	Vestmark Advisory Solutions, Inc.	$1.6M	11,950	−170	trim
351	NorthCrest Asset Manangement, LLC	$1.6M	11,693	−3,165	trim
352	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	11,768	+11,768	new
353	AG2R LA MONDIALE GESTION D'ACTIFS	$1.6M	11,764	−175	trim
354	Lido Advisors, LLC	$1.6M	11,480	+2,618	add
355	HB Wealth Management, LLC	$1.5M	11,326	+1,765	add
356	Pinnacle Financial Partners, Inc.	$1.5M	11,168	+25	add
357	BTG Pactual Asset Management US LLC	$1.5M	11,098	−21,788	trim
358	Independent Advisor Alliance	$1.5M	11,068	+7	add
359	Impact Partnership Wealth, LLC	$1.5M	10,904	+810	add
360	Board of the Pension Protection Fund	$1.5M	10,900	−500	trim
361	OneDigital Investment Advisors LLC	$1.5M	10,808	−1,329	trim
362	Quadrature Capital Ltd	$1.4M	10,583	+6,659	add
363	Empirical Finance, LLC	$1.4M	10,559	−27	trim
364	Moors & Cabot, Inc.	$1.4M	10,302	−46	trim
365	Ameritas Advisory Services, LLC	$1.4M	10,184	−66	trim
366	GUIDANCE CAPITAL, INC	$1.4M	10,178	+319	add
367	Goelzer Investment Management, Inc.	$1.3M	9,967	+1,165	add
368	Kathmere Capital Management, LLC	$1.3M	9,496	−120	trim
369	COMMERCE BANK	$1.3M	9,392	+140	add
370	Aptus Capital Advisors, LLC	$1.3M	9,285	+856	add
371	EASTERLY INVESTMENT PARTNERS LLC	$1.3M	9,330	+2,400	add
372	Qsemble Capital Management, LP	$1.2M	9,236	+9,236	new
373	EVERGREEN CAPITAL MANAGEMENT LLC	$1.2M	9,068	−100	trim
374	CAXTON ASSOCIATES LLP	$1.2M	9,097	0	no change
375	Summit Trail Advisors, LLC	$1.2M	9,083	+1,886	add
376	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	9,083	0	no change
377	NLB Skladi, upravljanje premozenja, d.o.o.	$1.2M	9,000	+9,000	new
378	Apollon Wealth Management, LLC	$1.2M	8,942	−651	trim
379	Oak Thistle LLC	$1.2M	8,934	−8,141	trim
380	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.2M	8,923	+19	add
381	Trivium Point Advisory, LLC	$1.2M	8,765	−2,156	trim
382	GROUPAMA ASSET MANAGMENT	$1.2M	8,711	−8,242	trim
383	Advisors Capital Management, LLC	$1.2M	8,630	+464	add
384	JOHNSON INVESTMENT COUNSEL INC	$1.2M	8,508	−596	trim
385	COLDSTREAM CAPITAL MANAGEMENT INC	$1.1M	8,479	+497	add
386	Meiji Yasuda Asset Management Co Ltd.	$1.1M	8,448	+645	add
387	BLAIR WILLIAM & CO/IL	$1.1M	8,311	−1,110	trim
388	Callan Family Office, LLC	$1.1M	8,219	−620	trim
389	North Dakota State Investment Board	$1.1M	8,119	−1,514	trim
390	QUADRANT CAPITAL GROUP LLC	$1.1M	8,047	+531	add
391	Qtron Investments LLC	$1.1M	8,034	+2,449	add
392	denkapparat Operations GmbH	$1.1M	7,846	+4,600	add
393	Stratos Investment Management, LLC	$1.1M	7,796	+547	add
394	MONETA GROUP INVESTMENT ADVISORS LLC	$1.1M	7,781	−178	trim
395	OPPENHEIMER ASSET MANAGEMENT INC.	$1.0M	7,685	−59	trim
396	Advisory Alpha, LLC	$1.0M	7,607	+983	add
397	Curi Capital, LLC	$1.0M	7,488	−738	trim
398	Meeder Advisory Services, Inc.	$1.0M	7,482	−107	trim
399	SECURIAN ASSET MANAGEMENT, INC	$1.0M	7,477	−100	trim
400	SIGNATUREFD, LLC	$1.0M	7,426	+864	add
401	Stratos Wealth Partners, LTD.	$998K	7,381	+107	add
402	NOMURA HOLDINGS INC	$985K	7,284	−25	trim
403	Legacy Capital Wealth Partners, LLC	$964K	7,131	+577	add
404	Compound Planning, Inc.	$954K	7,053	+299	add
405	Modern Wealth Management, LLC	$927K	6,884	+45	add
406	Haven Private, LLC	$926K	6,844	+93	add
407	Siemens Fonds Invest GmbH	$924K	6,834	−496	trim
408	Tower Research Capital LLC (TRC)	$907K	6,704	+1,391	add
409	J. Safra Sarasin Holding AG	$880K	6,512	−296	trim
410	Kesler, Norman & Wride, LLC	$872K	6,447	+61	add
411	Cresset Asset Management, LLC	$871K	6,413	+435	add
412	Beacon Pointe Advisors, LLC	$840K	6,211	+1,996	add
413	Snowden Capital Advisors LLC	$836K	6,156	+41	add
414	LVW Advisors, LLC	$829K	6,133	+646	add
415	HORAN Wealth, LLC	$828K	6,064	+30	add
416	AXQ CAPITAL, LP	$822K	6,075	+6,075	new
417	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$821K	6,095	−112	trim
418	Patriot Financial Group Insurance Agency, LLC	$820K	6,066	+2,968	add
419	World Investment Advisors	$817K	6,045	−259	trim
420	Cambria Investment Management, L.P.	$815K	6,027	+401	add
421	JB Capital LLC	$798K	5,902	+4	add
422	Vontobel Holding Ltd.	$797K	5,896	+266	add
423	MGO ONE SEVEN LLC	$795K	5,877	+472	add
424	MISSION WEALTH MANAGEMENT, LP	$793K	5,865	−190	trim
425	CFO4Life Group, LLC	$790K	5,842	−47	trim
426	Measured Wealth Private Client Group, LLC	$785K	5,802	+887	add
427	TOBIAS FINANCIAL ADVISORS, INC.	$773K	5,716	−1,116	trim
428	BURNEY CO/	$753K	5,566	−160	trim
429	Aviance Capital Partners, LLC	$752K	5,562	−25	trim
430	MCF Advisors LLC	$738K	5,438	—	no prior
431	Connecticut Wealth Management, LLC	$735K	5,436	−1,881	trim
432	Clark Capital Management Group, Inc.	$714K	5,278	−21	trim
433	Rehmann Capital Advisory Group	$708K	5,235	−461	trim
434	HUB Investment Partners, LLC	$702K	5,188	−1,736	trim
435	Aaron Wealth Advisors LLC	$695K	5,136	−317	trim
436	First National Bank of Mount Dora, Trust Investment Services	$693K	5,126	—	no prior
437	MQS Management LLC	$692K	5,119	+5,119	new
438	TECTONIC ADVISORS LLC	$692K	5,116	+69	add
439	OPPENHEIMER & CO INC	$691K	5,112	−7	trim
440	Saiph Capital, LLC	$689K	5,096	0	no change
441	Farringdon Capital, Ltd.	$680K	5,028	+5,028	new
442	CHOREO, LLC	$678K	4,994	−111	trim
443	Black Swift Group, LLC	$676K	5,000	0	no change
444	Wedmont Private Capital	$675K	4,859	−25	trim
445	Proficio Capital Partners LLC	$674K	4,986	+10	add
446	SBI Okasan Asset Management Co.Ltd.	$672K	5,000	0	no change
447	McGlone Suttner Wealth Management, Inc.	$663K	4,902	−509	trim
448	Westerkirk Capital Inc.	$663K	4,900	−600	trim
449	TFB Advisors LLC	$656K	4,852	−766	trim
450	Baader Bank Aktiengesellschaft	$655K	4,910	+200	add
451	BOOTHBAY FUND MANAGEMENT, LLC	$648K	4,793	−415	trim
452	Challenger Wealth Management	$646K	4,781	+18	add
453	WELCH & FORBES LLC	$645K	4,766	0	no change
454	RWA WEALTH PARTNERS, LLC	$631K	4,664	−236	trim
455	Gryphon Financial Partners LLC	$628K	4,647	−12	trim
456	PRINCIPAL SECURITIES, INC.	$623K	4,611	−2,072	trim
457	Maridea Wealth Management LLC	$623K	4,606	+2,792	add
458	BOK Financial Private Wealth, Inc.	$618K	4,550	0	no change
459	EARNED WEALTH ADVISORS, LLC	$617K	4,560	−276	trim
460	SAGESPRING WEALTH PARTNERS, LLC	$610K	4,509	+502	add
461	DENALI ADVISORS LLC	$609K	4,507	+1,707	add
462	State of Wyoming	$607K	4,485	−73	trim
463	Composition Wealth, LLC	$601K	4,441	−248	trim
464	TEMA ETFS LLC	$600K	4,440	+21	add
465	BRAVE ASSET MANAGEMENT INC	$598K	4,425	−62	trim
466	MIRABELLA FINANCIAL SERVICES LLP	$597K	4,415	−355	trim
467	OpenArc Corporate Advisory, LLC	$589K	4,357	−2,177	trim
468	Frisch Financial Group, Inc.	$579K	4,261	−210	trim
469	Gateway Wealth Partners, LLC	$576K	4,257	+4,257	new
470	Polymer Capital Management (US) LLC	$575K	4,253	+2,194	add
471	Meiji Yasuda Life Insurance Co	$573K	4,236	−779	trim
472	Frec Markets, Inc.	$571K	4,224	+1,840	add
473	Astoria Portfolio Advisors LLC.	$569K	4,160	+103	add
474	MEYER HANDELMAN CO	$568K	4,198	−800	trim
475	SHP Wealth Management	$567K	4,196	+199	add
476	Fifth Third Wealth Advisors LLC	$563K	4,166	+236	add
477	B. Riley Wealth Advisors, Inc.	$562K	4,182	−120	trim
478	111 Capital	$562K	4,156	+4,156	new
479	KESTRA PRIVATE WEALTH SERVICES, LLC	$561K	4,147	−250	trim
480	Genus Capital Management Inc.	$559K	4,134	+130	add
481	Naviter Wealth, LLC	$546K	4,018	−100	trim
482	Lombard Odier Asset Management (Switzerland) SA	$543K	4,017	+4,017	new
483	ALERUS FINANCIAL NA	$540K	3,996	+3,943	add
484	MTM Investment Management, LLC	$535K	3,955	0	no change
485	Sharp Wealth Advisory, LLC	$532K	3,935	+830	add
486	UMB Bank, n.a.	$532K	3,931	−130	trim
487	Sowell Financial Services LLC	$530K	3,921	+603	add
488	Sandro Wealth Management LLC	$529K	3,911	+462	add
489	Ipsen Advisor Group LLC	$527K	3,894	−8	trim
490	Hartford Financial Management Inc.	$524K	3,872	0	no change
491	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$524K	3,872	+3,872	new
492	Fisher Asset Management, LLC	$523K	3,868	+349	add
493	Smartleaf Asset Management LLC	$514K	3,823	+104	add
494	Aprio Wealth Management, LLC	$510K	3,772	+247	add
495	MAI Capital Management	$506K	3,738	+347	add
496	ALPS ADVISORS INC	$504K	3,728	+251	add
497	KEYNOTE FINANCIAL SERVICES LLC	$504K	3,728	+281	add
498	Ignite Planners, LLC	$500K	3,699	+386	add
499	Nemes Rush Group LLC	$500K	3,695	0	no change
500	Advisor Resource Council	$495K	3,661	+217	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · HIG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $39.9M held
Trimming: 1 Bridgewater Associates $31.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HARTFORD INSURANCE GROUP INC

Merged timeline of congressional filings and notable-manager moves on HIG
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+21,794 sh
2026-05-15	Bridgewater Associates 13F	trim	−278,946 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed HIG — the congressional view ↗