The Hartford Insurance Group, Inc.
MX ˙ BMV ˙ US4165151048
SecurityMX:HIG / The Hartford Insurance Group, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership11,516 shares
Latest Disclosed Value $ 1,557,309
Geneos Wealth Management Inc. reports 5.19% decrease in ownership of HIG / The Hartford Insurance Group, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 11,516 shares of The Hartford Insurance Group, Inc. (MX:HIG) valued at $1,557,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 12,146 shares of The Hartford Insurance Group, Inc.. This represents a change in shares of -5.19% 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)
2026-05-04 2026-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 11,516 -630 -5.19 1,557 -6.93 0.0361
2026-01-28 2025-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 12,146 316 2.67 1,674 6.02 0.0409
2025-10-22 2025-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 11,830 -367 -3.01 1,578 2.00 0.0400
2025-08-18 2025-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 12,197 6,196 103.25 1,547 108.49 0.0378
2025-05-21 2025-03-31 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 6,001 441 7.93 743 22.04 0.0249
2025-05-08 2025-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 11,725 6,165 1,451 0.0366
2025-01-21 2024-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 5,560 44 0.80 608 -6.17 0.0213
2024-11-14 2024-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 5,516 1,434 35.13 649 58.05 0.0248
2024-07-23 2024-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,082 92 2.31 410 -0.24 0.0182
2024-05-03 2024-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 3,990 123 3.18 411 32.58 0.0188
2024-01-26 2023-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 3,867 -814 -17.39 311 -6.34 0.0154
2023-10-11 2023-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,681 811 20.96 332 19.06 0.0171
2023-08-08 2023-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 3,870 3,248 522.19 279 546.51 0.0146
2023-04-25 2023-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 622 0 0.00 43 -8.51 0.0026
2023-01-31 2022-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 622 0 0.00 47 23.68 0.0029
2022-11-14 2022-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 622 -2,439 -79.68 38 -81.19 0.0026
2022-07-22 2022-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 3,061 -92 -2.92 202 -10.62 0.0100
2022-05-16 2022-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 3,153 403 14.65 226 19.58 0.0097
2022-02-09 2021-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 2,750 152 5.85 189 2.72 0.0072
2021-11-09 2021-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 2,598 0 0.00 184 14.29 0.0070
2021-07-08 2021-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 2,598 -1,678 -39.24 161 -42.91 0.0063
2021-06-17 2021-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 4,276 0 0.00 282 61.14 0.0079
2021-05-19 2020-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 4,276 1,664 63.71 175 88.17 0.0070
2021-09-07 2020-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 2,612 -275 -9.53 93 -13.89 0.0048
2021-09-07 2020-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 2,887 0 0.00 108 6.93 0.0060
2021-09-07 2020-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 2,887 -230 -7.38 101 -46.28 0.0068
2021-09-07 2019-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 3,117 1,900 156.12 188 157.53 0.0100
2021-09-07 2019-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 1,217 0 0.00 73 8.96 0.0044
2021-09-07 2019-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 1,217 0 0.00 67 11.67 0.0042
2021-09-07 2019-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 1,217 0 0.00 60 13.21 0.0040
2021-09-07 2018-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 1,217 -449 -26.95 53 -36.14 0.0039
2021-09-07 2018-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 1,666 700 72.46 83 69.39 0.0055
2021-09-07 2018-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 966 -700 -42.02 49 -42.35 0.0038
2021-09-07 2018-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 1,666 0 0.00 85 -8.60 0.0074
2021-09-07 2017-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 1,666 0 0.00 93 1.09 0.0083
2021-09-07 2017-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 1,666 -290 -14.83 92 -9.80 0.0091
2021-09-07 2017-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 1,956 -329 -14.40 102 -6.42 0.0105
2021-09-07 2017-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 2,285 634 38.40 109 39.74 0.0113
2021-09-07 2016-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 1,651 0 0.00 78 11.43 0.0103
2021-09-07 2016-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 1,651 0 0.00 70 -4.11 0.0094
2021-09-07 2016-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 1,651 0 0.00 73 -5.19 0.0106
2021-09-07 2016-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 1,651 1,651 77 0.0118
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.