The Hartford Insurance Group, Inc.
MX ˙ BMV ˙ US4165151048
SecurityMX:HIG / The Hartford Insurance Group, Inc.
InstitutionHBK Sorce Advisory LLC
Latest Disclosed Ownership2,969 shares
Latest Disclosed Value $ 391,991
HBK Sorce Advisory LLC reports 2.80% increase in ownership of HIG / The Hartford Insurance Group, Inc.

On May 11, 2026 - HBK Sorce Advisory LLC filed a 13F-HR form disclosing ownership of 2,969 shares of The Hartford Insurance Group, Inc. (MX:HIG) valued at $391,991 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,888 shares of The Hartford Insurance Group, Inc.. This represents a change in shares of 2.80% 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)
2026-05-11 2026-03-31 13F HARTFORD INSURANCE GROUP COM 416515104 2,969 81 2.80 392 -4.87 0.0078
2026-02-09 2025-12-31 13F HARTFORD INSURANCE GROUP COM 416515104 2,888 14 0.49 412 11.38 0.0095
2025-10-16 2025-09-30 13F/A-1 HARTFORD INSURANCE GROUP COM 416515104 2,874 144 5.27 370 6.65 0.0093
2025-10-14 2025-09-30 13F HARTFORD INSURANCE GROUP COM 416515104 4,735 2,005 630 0.0136
2025-08-04 2025-06-30 13F HARTFORD INSURANCE GROUP COM 416515104 2,730 -4,672 -63.12 346 -62.19 0.0094
2025-04-23 2025-03-31 13F HARTFORD INSURANCE GROUP COM 416515104 7,402 -28 -0.38 916 12.68 0.0269
2025-02-10 2024-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 7,430 8 0.11 813 -6.88 0.0245
2024-11-12 2024-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 7,422 -162 -2.14 873 14.44 0.0266
2024-08-08 2024-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 7,584 685 9.93 762 7.32 0.0266
2024-05-09 2024-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 6,899 -1,679 -19.57 711 3.05 0.0251
2024-01-25 2023-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 8,578 -1,008 -10.52 690 1.47 0.0266
2023-11-06 2023-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 9,586 -12 -0.13 680 -1.74 0.0299
2023-08-04 2023-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 9,598 0 0.00 691 3.44 0.0292
2023-08-15 2023-03-31 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 9,598 -9,598 -50.00 669 66,700.00 0.0303
2023-05-15 2023-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 18,939 -257 2 0.0298
2023-02-09 2022-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 19,196 9,710 102.36 1 -99.83 0.0392
2022-11-14 2022-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 9,486 0 0.00 588 -5.31 0.0394
2022-08-15 2022-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 9,486 0 0.00 621 -8.81 0.0458
2022-05-13 2022-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 9,486 -3,070 -24.45 681 -21.45 0.0373
2022-02-15 2021-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 12,556 0 0.00 867 -1.70 0.0439
2021-11-15 2021-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 12,556 -225 -1.76 882 11.36 0.0486
2021-08-12 2021-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 12,781 146 1.16 792 -6.16 0.0437
2021-05-14 2021-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 12,635 0 0.00 844 36.35 0.0503
2021-02-12 2020-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 12,635 -415 -3.18 619 28.69 0.0382
2020-11-13 2020-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 13,050 13,050 481 0.0342
2020-05-15 2020-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 0 -5,188 -100.00 0 -100.00
2020-02-13 2019-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 5,188 25 0.48 315 0.64 0.0275
2019-11-14 2019-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 5,163 45 0.88 313 9.82 0.0299
2019-08-15 2019-06-30 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 5,118 100 1.99 285 14.00 0.0275
2019-08-14 2019-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 6,276 1,258 279 0.0597
2019-05-13 2019-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 5,018 94 1.91 250 14.16 0.0250
2019-02-14 2018-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 4,924 115 2.39 219 -8.75 0.0250
2018-11-15 2018-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,809 -50 -1.03 240 -3.23 0.0271
2018-08-10 2018-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 4,859 24 0.50 248 -0.40 0.0286
2018-05-15 2018-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 4,835 -302 -5.88 249 -13.84 0.0312
2018-02-15 2017-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 5,137 40 0.78 289 2.12 0.0341
2017-11-14 2017-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 5,097 -176 -3.34 283 2.17 0.0427
2017-08-14 2017-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 5,273 -200 -3.65 277 5.32 0.0444
2017-05-15 2017-03-31 13F HEICO CORP COM 416515104 5,473 -146 -2.60 263 -1.87 0.0446
2017-02-14 2016-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 5,619 0 0.00 268 11.20 0.0484
2016-11-15 2016-09-30 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 5,619 -657 -10.47 241 -13.62 0.0479
2016-11-14 2016-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 5,619 -657 241 0.0479
2016-08-12 2016-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 6,276 10 0.16 279 -3.46 0.0597
2016-05-16 2016-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 6,266 547 9.56 289 16.06 0.0681
2016-02-12 2015-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 5,719 5,719 249 0.0651
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.