The Hartford Insurance Group, Inc.
MX ˙ BMV ˙ US4165151048
SecurityMX:HIG / The Hartford Insurance Group, Inc.
InstitutionBallentine Partners, LLC
Latest Disclosed Ownership31,667 shares
Latest Disclosed Value $ 4,282,328
Ballentine Partners, LLC reports 2.37% increase in ownership of HIG / The Hartford Insurance Group, Inc.

On May 14, 2026 - Ballentine Partners, LLC filed a 13F-HR form disclosing ownership of 31,667 shares of The Hartford Insurance Group, Inc. (MX:HIG) valued at $4,282,328 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 30,934 shares of The Hartford Insurance Group, Inc.. This represents a change in shares of 2.37% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F HARTFORD INSURANCE GROUP COM 416515104 31,667 733 2.37 4,282 0.47 0.0418
2026-02-03 2025-12-31 13F HARTFORD INSURANCE GROUP COM 416515104 30,934 2,462 8.65 4,263 12.25 0.0599
2025-11-03 2025-09-30 13F HARTFORD INSURANCE GROUP COM 416515104 28,472 -146 -0.51 3,798 4.60 0.0527
2025-07-15 2025-06-30 13F HARTFORD INSURANCE GROUP COM 416515104 28,618 -288 -1.00 3,631 1.51 0.0547
2025-05-01 2025-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 28,906 3,134 12.16 3,577 26.85 0.0620
2025-01-16 2024-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 25,772 33 0.13 2,819 -6.87 0.0483
2024-10-23 2024-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 25,739 1,390 5.71 3,027 23.65 0.0518
2024-08-06 2024-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 24,349 1,811 8.04 2,448 5.43 0.0453
2024-04-11 2024-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 22,538 3,007 15.40 2,323 47.99 0.0441
2024-01-23 2023-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 19,531 6,110 45.53 1,570 64.98 0.0320
2023-10-19 2023-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 13,421 3,191 31.19 952 29.21 0.0224
2023-07-26 2023-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 10,230 4,120 67.43 737 73.18 0.0169
2023-04-27 2023-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 6,110 194 3.28 426 -5.13 0.0107
2023-01-27 2022-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 5,916 1,210 25.71 449 53.42 0.0133
2022-10-26 2022-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,706 394 9.14 292 3.55 0.0101
2022-08-09 2022-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,312 4,312 282 0.0100
2020-04-22 2020-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 0 -4,050 -100.00 0 -100.00
2020-01-22 2019-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 4,050 -48 -1.17 246 -1.20 0.0112
2019-10-21 2019-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,098 -106 -2.52 249 6.41 0.0117
2019-07-25 2019-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,204 4,204 234 0.0112
2019-02-04 2018-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 0 -4,760 -100.00 0 -100.00
2018-10-30 2018-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,760 -329 -6.46 238 -8.81 0.0124
2018-07-19 2018-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 5,089 -256 -4.79 261 -5.09 0.0145
2018-04-26 2018-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 5,345 206 4.01 275 -4.84 0.0155
2018-02-02 2017-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 5,139 476 10.21 289 12.02 0.0158
2017-11-06 2017-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,663 4,663 258 0.0142
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.