Public record / Tickers / HIG

HIG — HARTFORD INSURANCE GROUP, INC.

Both disclosure regimes on one name: who in Congress filed about HIG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
23
all PTR rows naming HIG
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $100K–$250K

Sale · traded 2020-04-14 → filed 2020-05-01. Ranked over every HIG row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HIG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HIG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 06-06 LATE·98d$1K–$15K
2024-07-17Rick Larsen D–WA-2SaleTraded 07-02 +15d$1K–$15K
2023-10-19Robert J. Wittman R–VA-1SaleTraded 09-28 +21d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 23 ↗

Members active in HIG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HIG in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+21,794 sh
2026-05-15Bridgewater Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of HIG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.4B1
3STATE STREET CORP$2.2B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.2B1
5FMR LLC$1.5B1
6GEODE CAPITAL MANAGEMENT, LLC$1.1B1
7Invesco Ltd.$685M1
8DIMENSIONAL FUND ADVISORS LP$635M1
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$594M1
10NORDEA INVESTMENT MANAGEMENT AB$592M1
11FRANKLIN RESOURCES INC$538M1
12MORGAN STANLEY$532M1
13NORTHERN TRUST CORP$527M1
14BANK OF AMERICA CORP /DE/$518M1
15FIRST TRUST ADVISORS LP$468M1
16VICTORY CAPITAL MANAGEMENT INC$407M1
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/$387M1
18Legal & General Group Plc$356M1
19Bank of New York Mellon Corp$328M1
20Newport Trust Company, LLC$327M1
21AustralianSuper Pty Ltd$277M1
22Allianz Asset Management GmbH$265M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$255M1
24Robeco Institutional Asset Management B.V.$252M1
25Amundi$235M1
26ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$229M1
27AQR CAPITAL MANAGEMENT LLC$218M1
28UBS Group AG$212M1
29VANGUARD FIDUCIARY TRUST CO$212M1
30DEUTSCHE BANK AG\$191M1
31HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$183M1
32CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$182M1
33BNP Paribas Asset Management Holding S.A.$163M1
34PANAGORA ASSET MANAGEMENT INC$153M1
35HSBC HOLDINGS PLC$148M1
36ROYAL BANK OF CANADA$148M1
37Man Group plc$138M1
38BARCLAYS PLC$138M1
39AMERICAN CENTURY COMPANIES INC$136M1
40Nuveen, LLC$123M1
41Swiss National Bank$111M1
42SCHRODER INVESTMENT MANAGEMENT GROUP$108M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$107M1
44ASSETMARK, INC$104M1
45Swedbank AB$94.3M1
46Woodline Partners LP$93.6M1
47Sumitomo Mitsui Trust Group, Inc.$91.8M1
48Vanguard Global Advisers, LLC$90.6M1
49LAZARD ASSET MANAGEMENT LLC$89.3M1
50ENVESTNET ASSET MANAGEMENT INC$86.4M1
51AMERIPRISE FINANCIAL INC$86.2M1
52RAYMOND JAMES FINANCIAL INC$85.8M1
53Mitsubishi UFJ Asset Management Co., Ltd.$85.6M1
54WELLS FARGO & COMPANY/MN$81.9M1
55Qube Research & Technologies Ltd$80.2M1
56RHUMBLINE ADVISERS$77.4M1
57STOREBRAND ASSET MANAGEMENT AS$76.9M1
58EQUITY INVESTMENT CORP$76.8M1
59CITADEL ADVISORS LLC$72.7M1
60JUPITER ASSET MANAGEMENT LTD$72.7M1
61BANK OF MONTREAL /CAN/$71.6M1
62National Pension Service$71.5M1
63SEB Asset Management AB$69.3M1
64VANGUARD ASSET MANAGEMENT, Ltd$65.8M1
65CANADA PENSION PLAN INVESTMENT BOARD$59.6M1
66Korea Investment CORP$56.1M1
67Vest Financial, LLC$56.0M1
68ZACKS INVESTMENT MANAGEMENT$56.0M1
69NewEdge Advisors, LLC$55.3M1
70Point72 Asset Management, L.P.$54.3M1
71Janus Henderson Group Ltd.$51.9M1
72Aberdeen Group plc$48.3M1
73PRINCIPAL FINANCIAL GROUP INC$48.0M1
74Pictet Asset Management Holding SA$47.4M1
75SEI INVESTMENTS CO$46.0M1
76Zurcher Kantonalbank (Zurich Cantonalbank)$45.3M1
77ALLIANCEBERNSTEIN L.P.$44.6M1
78CITIGROUP INC$43.8M1
79MERCER GLOBAL ADVISORS INC /ADV$43.2M1
80DnB Asset Management AS$43.1M1
81TEACHER RETIREMENT SYSTEM OF TEXAS$42.8M1
82FEDERATED HERMES, INC.$41.9M1
83O'SHAUGHNESSY ASSET MANAGEMENT, LLC$41.8M1
84TD ASSET MANAGEMENT INC$41.0M1
85Gotham Asset Management, LLC$39.9M1
86Retirement Systems of Alabama$39.3M1
87Assenagon Asset Management S.A.$38.0M1
88DEPRINCE RACE & ZOLLO INC$36.5M1
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$34.3M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$34.2M1
91LPL Financial LLC$33.4M1
92NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31.7M1
93DIAMOND HILL CAPITAL MANAGEMENT INC$31.3M1
94Bridgewater Associates, LP$31.2M1
95Squarepoint Ops LLC$30.0M1
96Illinois Municipal Retirement Fund$28.7M1
97STIFEL FINANCIAL CORP$27.7M1
98AMF Tjanstepension AB$27.3M1
99OSAIC HOLDINGS, INC.$26.8M1
100MARTINGALE ASSET MANAGEMENT L P$26.4M1
101MILLENNIUM MANAGEMENT LLC$26.2M1
102ROYAL LONDON ASSET MANAGEMENT LTD$26.0M1
103GUARDIAN CAPITAL LP$25.5M1
104APG Asset Management N.V.$25.4M1
105Arbejdsmarkedets Tillaegspension$25.3M1
106CREDIT AGRICOLE S A$24.8M1
107VOYA INVESTMENT MANAGEMENT LLC$24.6M1
108Quantinno Capital Management LP$24.3M1
109Zurich Insurance Group Ltd/FI$23.7M1
110Connor, Clark & Lunn Investment Management Ltd.$23.3M1
111Grantham, Mayo, Van Otterloo & Co. LLC$22.4M1
112Creative Planning$21.6M1
113STATE OF WISCONSIN INVESTMENT BOARD$21.5M1
114EASTERN BANK$21.0M1
115WORLDQUANT MILLENNIUM ADVISORS LLC$20.8M1
116CIBC Asset Management Inc$20.8M1
117Livforsakringsbolaget Skandia, Omsesidigt$20.4M1
118ADAGE CAPITAL PARTNERS GP, L.L.C.$20.3M1
119PRUDENTIAL FINANCIAL INC$20.1M1
120Swiss Life Asset Management Ltd$19.9M1
121M&G Plc$19.3M1
122Chevy Chase Trust Holdings, LLC$18.9M1
123Vanguard Investments Australia, Ltd.$18.9M1
124Asset Management One Co., Ltd.$17.5M1
125TORONTO DOMINION BANK$17.5M1
126FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$17.2M1
127NATIXIS$17.2M1
128TRUIST FINANCIAL CORP$16.5M1
129Tredje AP-fonden$16.0M1
130BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$15.7M1
131Corient Private Wealth LLC$15.7M1
132NOMURA ASSET MANAGEMENT CO LTD$15.6M1
133US BANCORP \DE\$15.6M1
134Trexquant Investment LP$15.5M1
135RENAISSANCE TECHNOLOGIES LLC$15.0M1
136FIFTH THIRD BANCORP$14.9M1
137NATIONAL BANK OF CANADA /FI/$14.8M1
138Allspring Global Investments Holdings, LLC$14.8M1
139Cohen Klingenstein LLC$14.6M1
140Ensign Peak Advisors, Inc$14.4M1
141ODDO BHF ASSET MANAGEMENT SAS$14.1M1
142COMMONWEALTH EQUITY SERVICES, LLC$14.1M1
143QRG CAPITAL MANAGEMENT, INC.$14.0M1
144MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13.9M1
145WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13.7M1
146BANK OF NOVA SCOTIA$13.3M1
147HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.5M1
148Vanguard Personalized Indexing Management, LLC$12.1M1
149Resona Asset Management Co.,Ltd.$12.1M1
150Lansforsakringar Fondforvaltning AB (publ)$12.0M1
151Clear Harbor Asset Management, LLC$12.0M1
152Mirae Asset Global Investments Co., Ltd.$11.8M1
153Dai-ichi Life Insurance Company, Ltd$11.8M1
154IFM Investors Pty Ltd$11.7M1
155LBP AM SA$11.6M1
156LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$11.4M1
157State of New Jersey Common Pension Fund D$11.4M1
158Cetera Investment Advisers$11.3M1
159STATE OF MICHIGAN RETIREMENT SYSTEM$10.8M1
160PUBLIC SECTOR PENSION INVESTMENT BOARD$10.7M1
161Cerity Partners LLC$10.6M1
162RITHOLTZ WEALTH MANAGEMENT$10.5M1
163Czech National Bank$10.3M1
164Arizona State Retirement System$10.2M1
165FIL Ltd$9.7M1
166MUFG Securities EMEA plc$9.6M1
167Daiwa Securities Group Inc.$9.6M1
168CIBC Bancorp USA Inc.$9.4M1
169Federation des caisses Desjardins du Quebec$9.4M1
170Rafferty Asset Management, LLC$9.2M1
171ProShare Advisors LLC$9.0M1
172ASR Vermogensbeheer N.V.$9.0M1
173XPONANCE LLC$8.9M1
174MetLife Investment Management, LLC$8.8M1
175COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.8M1
176CIBC WORLD MARKET INC.$8.5M1
177GREAT LAKES ADVISORS, LLC$8.5M1
178Quantbot Technologies LP$8.5M1
179MACKENZIE FINANCIAL CORP$8.4M1
180GHP Investment Advisors, Inc.$8.3M1
181MACQUARIE GROUP LTD$8.2M1
182PRUDENTIAL PLC$8.0M1
183Crossmark Global Holdings, Inc.$7.9M1
184MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.6M1
185Rockefeller Capital Management L.P.$7.4M1
186Emerald Investment Advisers, LLC$7.3M1
187Wealthfront Advisers LLC$7.1M1
188GUGGENHEIM CAPITAL LLC$7.0M1
189WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$7.0M1
190INTECH INVESTMENT MANAGEMENT LLC$7.0M1
191Berger Financial Group, Inc$6.6M1
192Mediolanum International Funds Ltd$6.6M1
193EDENTREE ASSET MANAGEMENT Ltd$6.5M1
194Lifeworks Advisors, LLC$6.5M1
195USS Investment Management Ltd$6.4M1
196MML INVESTORS SERVICES, LLC$6.4M1
1971832 Asset Management L.P.$6.3M1
198Eurizon Capital SGR S.p.A.$6.2M1
199Utah Retirement Systems$6.2M1
200M&T BANK CORP$6.1M1
201Monte Financial Group, LLC$6.1M1
202Candriam S.C.A.$6.0M1
203TKG Advisors, LLC$6.0M1
204Caprock Group, LLC$5.8M1
205Moran Wealth Management, LLC$5.8M1
206Bank Julius Baer & Co. Ltd, Zurich$5.8M1
207Pathstone Holdings, LLC$5.7M1
208Andra AP-fonden$5.7M1
209Sterling Capital Management LLC$5.7M1
210D. E. Shaw & Co., Inc.$5.7M1
211NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.6M1
212TRUSTMARK BANK TRUST DEPARTMENT$5.6M1
213Rakuten Investment Management, Inc.$5.6M1
214FLPUTNAM INVESTMENT MANAGEMENT CO$5.5M1
215DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$5.5M1
216NEOS Investment Management LLC$5.4M1
217Polar Capital Holdings Plc$5.3M1
218Elo Mutual Pension Insurance Co$5.3M1
219Tidal Investments LLC$5.3M1
220Indivisible Partners$5.3M1
221Sumitomo Mitsui DS Asset Management Company, Ltd$5.2M1
222BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.2M1
223Sanctuary Advisors, LLC$5.2M1
224Uncommon Cents Investing LLC$5.1M1
225Kintegral Advisory, LLC$5.0M1
226LEUTHOLD GROUP, LLC$5.0M1
227TWO SIGMA INVESTMENTS, LP$5.0M1
228BROWN ADVISORY INC$4.9M1
229NISSAY ASSET MANAGEMENT CORP /JAPAN$4.9M1
230Summit Financial, LLC$4.7M1
231Laird Norton Wetherby Trust Company, LLC$4.7M1
232Horizon Investment Services, LLC$4.6M1
233Empowered Funds, LLC$4.6M1
234Investment Management Corp of Ontario$4.6M1
235Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$4.5M1
236DANSKE BANK A/S$4.5M1
237Envestnet Portfolio Solutions, Inc.$4.4M1
238Kingsview Wealth Management, LLC$4.4M1
239DIVIDEND ASSETS CAPITAL, LLC$4.4M1
240OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.3M1
241OP Asset Management Ltd$4.3M1
242Ballentine Partners, LLC$4.3M1
243Cyndeo Wealth Partners, LLC$4.2M1
244Focus Partners Wealth$4.2M1
245EXCHANGE TRADED CONCEPTS, LLC$4.2M1
246Strategic Global Advisors, LLC$4.2M1
247Y-Intercept (Hong Kong) Ltd$4.1M1
248Generali Asset Management SPA SGR$4.1M1
249Savant Capital, LLC$4.0M1
250SIGNET FINANCIAL MANAGEMENT, LLC$4.0M1
251FIRST CITIZENS BANK & TRUST CO$3.9M1
252KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$3.9M1
253Mitsubishi UFJ Trust & Banking Corp$3.8M1
254Advisors Asset Management, Inc.$3.8M1
255Mariner, LLC$3.8M1
256UniSuper Management Pty Ltd$3.7M1
257Radnor Capital Management, LLC$3.7M1
258FINANCIAL ADVISORY PARTNERS, LLC$3.7M1
259XTX Topco Ltd$3.7M1
260Baird Financial Group, Inc.$3.7M1
261Sequoia Financial Advisors, LLC$3.6M1
262EFG International AG$3.6M1
263Metis Global Partners, LLC$3.6M1
264Institute for Wealth Management, LLC.$3.5M1
265NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.5M1
266Summit Place Financial Advisors, LLC$3.5M1
267Aviso Financial Inc.$3.5M1
268Munich Reinsurance Co Stock Corp in Munich$3.4M1
269Financiere des Professionnels - Fonds d'investissement inc.$3.3M1
270INTRUST BANK NA$3.3M1
271BDF-GESTION$3.3M1
272Graham Capital Management, L.P.$3.3M1
273Axecap Investments, LLC$3.3M1
274FULLER & THALER ASSET MANAGEMENT, INC.$3.2M1
275Monument Capital Management$3.2M1
276SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M1
277Avanza Fonder AB$3.1M1
278BAILARD, INC.$3.1M1
279GATEWAY INVESTMENT ADVISERS LLC$3.1M1
280HighTower Advisors, LLC$3.1M1
281&PARTNERS$3.1M1
282NEW VERNON INVESTMENT MANAGEMENT LLC$3.0M1
283HANCOCK WHITNEY CORP$3.0M1
284TWIN CAPITAL MANAGEMENT INC$3.0M1
285Insight Wealth Strategies, LLC$2.9M1
286Osmosis Investment Management UK Ltd$2.9M1
287GREENLEAF TRUST$2.9M1
288Private Advisor Group, LLC$2.9M1
289Vise Technologies, Inc.$2.9M1
290D.A. DAVIDSON & CO.$2.8M1
291G&S Capital LLC$2.8M1
292HENNESSY ADVISORS INC$2.8M1
293Ascent Group, LLC$2.8M1
294Atlantic Union Bankshares Corp$2.7M1
295WBI INVESTMENTS, LLC$2.7M1
296Brevan Howard Capital Management LP$2.7M1
297Steward Partners Investment Advisory, LLC$2.7M1
298B. Metzler seel. Sohn & Co. AG$2.6M1
299CAISSE DES DEPOTS ET CONSIGNATIONS$2.6M1
300TD Waterhouse Canada Inc.$2.6M1
301Banque Cantonale Vaudoise$2.6M1
302GLOBEFLEX CAPITAL L P$2.5M1
303Sustainable Insight Capital Management, LLC$2.5M1
304Rothschild Wealth LLC$2.5M1
305Accurate Wealth Management, LLC$2.5M1
306NewEdge Wealth, LLC$2.5M1
307Yarbrough Capital, LLC$2.4M1
308Norinchukin Bank, The$2.4M1
309Westover Capital Advisors, LLC$2.4M1
310BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.3M1
311Engineers Gate Manager LP$2.3M1
312MIZUHO SECURITIES USA LLC$2.3M1
313WCG Wealth Advisors LLC$2.3M1
314OMERS ADMINISTRATION Corp$2.3M1
315Kestra Advisory Services, LLC$2.3M1
316Vinva Investment Management Ltd$2.3M1
317Aurora Investment Counsel$2.3M1
318F/m Investments LLC$2.2M1
319Northwest & Ethical Investments L.P.$2.2M1
320Allworth Financial LP$2.2M1
321ExodusPoint Capital Management, LP$2.2M1
322EP Wealth Advisors, LLC$2.2M1
323JANE STREET GROUP, LLC$2.2M1
324Vident Advisory, LLC$2.2M1
325CWM, LLC$2.2M1
326GRIFFIN ASSET MANAGEMENT, INC.$2.1M1
327Knollwood Investment Advisory, LLC$2.1M1
328ABN AMRO INVESTMENT SOLUTIONS$2.1M1
329American State Bank (Iowa)$2.1M1
330Orion Porfolio Solutions, LLC$2.1M1
331Atom Investors LP$2.0M1
332Richard Bernstein Advisors LLC$2.0M1
333Virtus Investment Advisers, LLC$2.0M1
334Lifestyle Asset Management, Inc.$2.0M1
335Mystic Asset Management, Inc.$1.9M1
336STEPHENS INC /AR/$1.9M1
337Maryland State Retirement & Pension System$1.9M1
338PFA Pension, Forsikringsaktieselskab$1.9M1
339Atria Investments, Inc$1.9M1
340BALYASNY ASSET MANAGEMENT L.P.$1.8M1
341Concurrent Investment Advisors, LLC$1.8M1
342KEYBANK NATIONAL ASSOCIATION/OH$1.7M1
343ING GROEP NV$1.7M1
344UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.7M1
345GeoWealth Management, LLC$1.6M1
346New Age Alpha Advisors, LLC$1.6M1
347AFFINITY INVESTMENT ADVISORS, LLC$1.6M1
348ICON ADVISERS INC/CO$1.6M1
349Merit Financial Group, LLC$1.6M1
350Vestmark Advisory Solutions, Inc.$1.6M1
351NorthCrest Asset Manangement, LLC$1.6M1
352PICTON MAHONEY ASSET MANAGEMENT$1.6M1
353AG2R LA MONDIALE GESTION D'ACTIFS$1.6M1
354Lido Advisors, LLC$1.6M1
355HB Wealth Management, LLC$1.5M1
356Pinnacle Financial Partners, Inc.$1.5M1
357BTG Pactual Asset Management US LLC$1.5M1
358Independent Advisor Alliance$1.5M1
359Impact Partnership Wealth, LLC$1.5M1
360Board of the Pension Protection Fund$1.5M1
361OneDigital Investment Advisors LLC$1.5M1
362Quadrature Capital Ltd$1.4M1
363Empirical Finance, LLC$1.4M1
364Moors & Cabot, Inc.$1.4M1
365Ameritas Advisory Services, LLC$1.4M1
366GUIDANCE CAPITAL, INC$1.4M1
367Goelzer Investment Management, Inc.$1.3M1
368Kathmere Capital Management, LLC$1.3M1
369COMMERCE BANK$1.3M1
370Aptus Capital Advisors, LLC$1.3M1
371EASTERLY INVESTMENT PARTNERS LLC$1.3M1
372Qsemble Capital Management, LP$1.2M1
373EVERGREEN CAPITAL MANAGEMENT LLC$1.2M1
374CAXTON ASSOCIATES LLP$1.2M1
375Summit Trail Advisors, LLC$1.2M1
376TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
377NLB Skladi, upravljanje premozenja, d.o.o.$1.2M1
378Apollon Wealth Management, LLC$1.2M1
379Oak Thistle LLC$1.2M1
380NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
381Trivium Point Advisory, LLC$1.2M1
382GROUPAMA ASSET MANAGMENT$1.2M1
383Advisors Capital Management, LLC$1.2M1
384JOHNSON INVESTMENT COUNSEL INC$1.2M1
385COLDSTREAM CAPITAL MANAGEMENT INC$1.1M1
386Meiji Yasuda Asset Management Co Ltd.$1.1M1
387BLAIR WILLIAM & CO/IL$1.1M1
388Callan Family Office, LLC$1.1M1
389North Dakota State Investment Board$1.1M1
390QUADRANT CAPITAL GROUP LLC$1.1M1
391Qtron Investments LLC$1.1M1
392denkapparat Operations GmbH$1.1M1
393Stratos Investment Management, LLC$1.1M1
394MONETA GROUP INVESTMENT ADVISORS LLC$1.1M1
395OPPENHEIMER ASSET MANAGEMENT INC.$1.0M1
396Advisory Alpha, LLC$1.0M1
397Curi Capital, LLC$1.0M1
398Meeder Advisory Services, Inc.$1.0M1
399SECURIAN ASSET MANAGEMENT, INC$1.0M1
400SIGNATUREFD, LLC$1.0M1
401Stratos Wealth Partners, LTD.$998K1
402NOMURA HOLDINGS INC$985K1
403Legacy Capital Wealth Partners, LLC$964K1
404Compound Planning, Inc.$954K1
405Modern Wealth Management, LLC$927K1
406Haven Private, LLC$926K1
407Siemens Fonds Invest GmbH$924K1
408Tower Research Capital LLC (TRC)$907K1
409J. Safra Sarasin Holding AG$880K1
410Kesler, Norman & Wride, LLC$872K1
411Cresset Asset Management, LLC$871K1
412Beacon Pointe Advisors, LLC$840K1
413Snowden Capital Advisors LLC$836K1
414LVW Advisors, LLC$829K1
415HORAN Wealth, LLC$828K1
416AXQ CAPITAL, LP$822K1
417INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$821K1
418Patriot Financial Group Insurance Agency, LLC$820K1
419World Investment Advisors$817K1
420Cambria Investment Management, L.P.$815K1
421JB Capital LLC$798K1
422Vontobel Holding Ltd.$797K1
423MGO ONE SEVEN LLC$795K1
424MISSION WEALTH MANAGEMENT, LP$793K1
425CFO4Life Group, LLC$790K1
426Measured Wealth Private Client Group, LLC$785K1
427TOBIAS FINANCIAL ADVISORS, INC.$773K1
428BURNEY CO/$753K1
429Aviance Capital Partners, LLC$752K1
430MCF Advisors LLC$738K1
431Connecticut Wealth Management, LLC$735K1
432Clark Capital Management Group, Inc.$714K1
433Rehmann Capital Advisory Group$708K1
434HUB Investment Partners, LLC$702K1
435Aaron Wealth Advisors LLC$695K1
436First National Bank of Mount Dora, Trust Investment Services$693K1
437MQS Management LLC$692K1
438TECTONIC ADVISORS LLC$692K1
439OPPENHEIMER & CO INC$691K1
440Saiph Capital, LLC$689K1
441Farringdon Capital, Ltd.$680K1
442CHOREO, LLC$678K1
443Black Swift Group, LLC$676K1
444Wedmont Private Capital$675K1
445Proficio Capital Partners LLC$674K1
446SBI Okasan Asset Management Co.Ltd.$672K1
447McGlone Suttner Wealth Management, Inc.$663K1
448Westerkirk Capital Inc.$663K1
449TFB Advisors LLC$656K1
450Baader Bank Aktiengesellschaft$655K1
451BOOTHBAY FUND MANAGEMENT, LLC$648K1
452Challenger Wealth Management$646K1
453WELCH & FORBES LLC$645K1
454RWA WEALTH PARTNERS, LLC$631K1
455Gryphon Financial Partners LLC$628K1
456PRINCIPAL SECURITIES, INC.$623K1
457Maridea Wealth Management LLC$623K1
458BOK Financial Private Wealth, Inc.$618K1
459EARNED WEALTH ADVISORS, LLC$617K1
460SAGESPRING WEALTH PARTNERS, LLC$610K1
461DENALI ADVISORS LLC$609K1
462State of Wyoming$607K1
463Composition Wealth, LLC$601K1
464TEMA ETFS LLC$600K1
465BRAVE ASSET MANAGEMENT INC$598K1
466MIRABELLA FINANCIAL SERVICES LLP$597K1
467OpenArc Corporate Advisory, LLC$589K1
468Frisch Financial Group, Inc.$579K1
469Gateway Wealth Partners, LLC$576K1
470Polymer Capital Management (US) LLC$575K1
471Meiji Yasuda Life Insurance Co$573K1
472Frec Markets, Inc.$571K1
473Astoria Portfolio Advisors LLC.$569K1
474MEYER HANDELMAN CO$568K1
475SHP Wealth Management$567K1
476Fifth Third Wealth Advisors LLC$563K1
477B. Riley Wealth Advisors, Inc.$562K1
478111 Capital$562K1
479KESTRA PRIVATE WEALTH SERVICES, LLC$561K1
480Genus Capital Management Inc.$559K1
481Naviter Wealth, LLC$546K1
482Lombard Odier Asset Management (Switzerland) SA$543K1
483ALERUS FINANCIAL NA$540K1
484MTM Investment Management, LLC$535K1
485Sharp Wealth Advisory, LLC$532K1
486UMB Bank, n.a.$532K1
487Sowell Financial Services LLC$530K1
488Sandro Wealth Management LLC$529K1
489Ipsen Advisor Group LLC$527K1
490Hartford Financial Management Inc.$524K1
491LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$524K1
492Fisher Asset Management, LLC$523K1
493Smartleaf Asset Management LLC$514K1
494Aprio Wealth Management, LLC$510K1
495MAI Capital Management$506K1
496ALPS ADVISORS INC$504K1
497KEYNOTE FINANCIAL SERVICES LLC$504K1
498Ignite Planners, LLC$500K1
499Nemes Rush Group LLC$500K1
500Advisor Resource Council$495K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HIG

RETAINED WINDOW · ACTIVE HITS
Signal hits naming HIG
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for HIG · financials and macro

Financials — as filed PLANNED

HIG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HIG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing