Institutional Holders (2026 Q2)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HIG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | New Vernon Investment Management LLC | 3.63% | 22,387 | $3.0M |
| 2 | Philadelphia Financial Management of San Francisco, LLC | 3.17% | 118,700 | $15.7M |
| 3 | Monte Financial Group, LLC | 2.10% | 46,146 | $6.5M |
| 4 | Klein Pavlis & Peasley Financial, INC. | 2.09% | 30,343 | $4.0M |
| 5 | iSAM Funds (UK) Ltd | 1.82% | 19,400 | $2.6M |
| 6 | Bellars Harris Wealth Management, LLC | 1.72% | 63,780 | $8.5M |
| 7 | Summit Place Financial Advisors, LLC | 1.53% | 26,305 | $3.5M |
| 8 | Board of the Pension Protection Fund | 1.46% | 11,600 | $1.5M |
| 9 | Equity Investment Corp | 1.44% | 569,715 | $75.5M |
| 10 | EDENTREE ASSET MANAGEMENT Ltd | 1.38% | 34,100 | $4.5M |
| 11 | NFC Investments, LLC | 1.18% | 35,000 | $4.6M |
| 12 | Great Lakes Advisors, LLC | 1.18% | 1,165,981 | $154.5M |
| 13 | Bahl & Gaynor LLC | 1.09% | 1,783,914 | $236.4M |
| 14 | Aurora Investment Counsel | 1.09% | 15,957 | $2.1M |
| 15 | Uncommon Cents Investing LLC | 1.08% | 37,650 | $5.0M |
| 16 | Harvest Investment Advisors, LLC | 0.98% | 14,964 | $2.0M |
| 17 | Dean Capital Management | 0.96% | 19,993 | $2.6M |
| 18 | AustralianSuper Pty Ltd | 0.95% | 1,662,165 | $220.3M |
| 19 | Financial Advisory Partners, LLC | 0.95% | 27,481 | $3.6M |
| 20 | Dividend Assets Capital, LLC | 0.95% | 37,077 | $4.9M |
| 21 | Prana Capital Management, LP | 0.95% | 235,880 | $31.3M |
| 22 | MQS Management LLC | 0.93% | 5,777 | $766K |
| 23 | Lecap Asset Management Ltd | 0.87% | 15,281 | $2.0M |
| 24 | Quantbot Technologies LP | 0.85% | 162,776 | $21.6M |
| 25 | American State Bank (Iowa) | 0.84% | 15,664 | $2.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|