Who holds ticker 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 · common stock · Q1 2026 · 11 members disclosed HIG ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 876 holders are listed, largest first: 876
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $30.0B
holders whose share count rose or who opened the position (new + add), by shares: 436
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 78

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of HIG ranked by reported value, 1–25 of 876 holders
#	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

Show the top 500 of 876 holders

13F holders of HIG ranked by reported value, 26–500 of 876 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 876 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · HIG

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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
2026-05-15	Gotham Asset Management 13F	ADD	+21,794 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−278,946 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.