The Hartford Insurance Group, Inc.
MX ˙ BMV ˙ US4165151048
SecurityMX:HIG / The Hartford Insurance Group, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership16,728 shares
Latest Disclosed Value $ 2,262,167
Kestra Advisory Services, LLC reports 5.20% decrease in ownership of HIG / The Hartford Insurance Group, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 16,728 shares of The Hartford Insurance Group, Inc. (MX:HIG) valued at $2,262,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 17,646 shares of The Hartford Insurance Group, Inc.. This represents a change in shares of -5.20% 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)
2026-04-30 2026-03-31 13F HARTFORD INSURANCE GROUP COM 416515104 16,728 -918 -5.20 2,262 -6.95 0.0086
2026-02-13 2025-12-31 13F HARTFORD INSURANCE GROUP COM 416515104 17,646 79 0.45 2,432 3.76 0.0100
2025-11-14 2025-09-30 13F HARTFORD INSURANCE GROUP COM 416515104 17,567 -2,538 -12.62 2,343 -8.12 0.0107
2025-08-15 2025-06-30 13F HARTFORD INSURANCE GROUP COM 416515104 20,105 495 2.52 2,551 5.11 0.0124
2025-05-14 2025-03-31 13F HARTFORD INSURANCE GROUP COM 416515104 19,610 -109 -0.55 2,426 12.47 0.0117
2025-02-10 2024-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 19,719 -340 -1.69 2,157 -8.56 0.0118
2024-11-13 2024-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 20,059 -668 -3.22 2,359 15.13 0.0130
2024-08-14 2024-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 20,727 1,572 8.21 2,049 3.85 0.0115
2024-05-15 2024-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 19,155 -140 -0.73 1,974 27.29 0.0132
2024-02-14 2023-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 19,295 -1,957 -9.21 1,551 2.92 0.0126
2023-11-13 2023-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 21,252 3,461 19.45 1,507 17.56 0.0148
2023-08-11 2023-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 17,791 4,592 34.79 1,281 39.39 0.0128
2023-05-12 2023-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 13,199 -20,576 -60.92 920 -64.12 0.0100
2023-01-31 2022-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 33,775 7,430 28.20 2,561 256,000.00 0.0228
2022-11-01 2022-09-30 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 26,345 716 2.79 2 0.00 0.0175
2022-11-01 2022-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 26,345 716 1,632 0.0175
2022-08-12 2022-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 25,629 4,460 21.07 2 0.00 0.0172
2022-07-20 2022-03-31 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 21,169 421 2.03 2 0.00 0.0158
2022-04-26 2022-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 21,169 421 1,520 0.0158
2022-07-25 2021-12-31 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 20,748 1,003 5.08 1 0.00 0.0145
2022-01-20 2021-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 20,748 1,003 1,432 0.0145
2022-07-25 2021-09-30 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 19,745 30 0.15 1 0.00 0.0139
2021-10-19 2021-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 19,745 30 1,387 0.0139
2022-07-26 2021-06-30 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 19,715 -820 -3.99 1 0.00 0.0139
2021-07-28 2021-06-30 13F HARTFORD FINL SVCS GROUP COM 416515104 19,715 -820 1,222 0.0139
2022-07-27 2021-03-31 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 20,535 9,638 88.45 1 -99.81 0.0174
2021-05-10 2021-03-31 13F HARTFORD FINL SVCS GROUP COM 416515104 20,535 9,638 1,372 0.0174
2022-07-28 2020-12-31 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 10,897 -703 -6.06 1 -100.00 0.0061
2021-01-20 2020-12-31 13F HARTFORD FINL SVCS GROUP COM 416515104 10,897 -703 522 0.0061
2022-07-29 2020-09-30 13F/A-1 HARTFORD FINL SVCS GROUP COM 416515104 11,600 11,600 428,000 0.0080
2020-11-12 2020-09-30 13F HARTFORD FINL SVCS GROUP COM 416515104 11,600 11,600 428 0.0080
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.