L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
14 Nov 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 14 listed it in both
Shares listed
37,997,224
combined, among listed positions
Reported value
$5.1bn
combined, at the quarter end

Among the 95 comparable managers: 8 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing HIG in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Fidelity (FMR LLC)13,582,078$1.8bn0.09%Added+1,579,08513 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc8,565,521$1.1bn0.12%Trimmed-1,111,62014 Nov 2025 (the filing on sec.gov)
Invesco Ltd5,331,293$711m0.11%Added+496,82113 Nov 2025 (the filing on sec.gov)
MFS Investment Management2,943,210$393m0.12%Trimmed-183,19429 Oct 2025 (the filing on sec.gov)
AQR Capital Management LLC1,536,898$205m0.13%Trimmed-116,80314 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,070,849$143m0.09%Trimmed-13,39413 Nov 2025 (the filing on sec.gov)
Man Group PLC942,529$126m0.22%Trimmed-122,32014 Nov 2025 (the filing on sec.gov)
Millennium Management LLC693,456$93munder 0.1%Trimmed-386,17214 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP673,174$90m0.35%Trimmed-29,75113 Nov 2025 (the filing on sec.gov)
Balyasny Asset Management LLC643,443$86m0.11%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Verition Fund Management LLC452,406$60m0.25%Trimmed-244,48614 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd361,877$48munder 0.1%Trimmed-117,50814 Nov 2025 (the filing on sec.gov)
Acadian Asset Management LLC341,257$46m0.08%Added+40,84813 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC267,400$36munder 0.1%Newnew13 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP230,602$31munder 0.1%Addedn.a.13 Nov 2025 (the filing on sec.gov)
Voloridge Investment Management LLC211,000$28m0.09%Newnew14 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP73,702$9.8m0.07%Trimmed-74,31214 Nov 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP33,631$4.5munder 0.1%Trimmed-52,06514 Nov 2025 (the filing on sec.gov)
Quantbot Technologies LP23,576$3.1m0.09%Newnew12 Nov 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP19,322$2.6munder 0.1%Trimmedn.a.14 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 22 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HIG by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201311$1.3bnn.a.n.a.
Q3 201314$1.3bnn.a.n.a.
Q4 201312$1.1bnn.a.n.a.
Q1 201411$1.1bnn.a.n.a.
Q2 201412$1.2bnn.a.n.a.
Q3 201417$1.1bnn.a.n.a.
Q4 201417$1.4bnn.a.n.a.
Q1 201517$1.3bnn.a.n.a.
Q2 201518$1.5bnn.a.n.a.
Q3 201517$1.6bnn.a.n.a.
Q4 201520$1.5bnn.a.n.a.
Q1 201615$1.7bnn.a.n.a.
Q2 201619$2.0bnn.a.n.a.
Q3 201617$1.7bnn.a.n.a.
Q4 201617$1.8bnn.a.n.a.
Q1 201719$1.9bnn.a.n.a.
Q2 201717$2.5bnn.a.n.a.
Q3 201716$2.8bnn.a.n.a.
Q4 201719$3.1bnn.a.n.a.
Q1 201818$2.9bnn.a.n.a.
Q2 201822$3.0bnn.a.n.a.
Q3 201827$3.1bnn.a.n.a.
Q4 201821$2.7bnn.a.n.a.
Q1 201924$3.1bnn.a.n.a.
Q2 201917$3.1bnn.a.n.a.
Q3 201917$3.1bnn.a.n.a.
Q4 201918$2.9bnn.a.n.a.
Q1 202023$1.7bnn.a.n.a.
Q2 202022$2.1bnn.a.n.a.
Q3 202021$2.1bnn.a.n.a.
Q4 202017$2.7bnn.a.n.a.
Q1 202124$4.0bnn.a.n.a.
Q2 202118$3.6bnn.a.n.a.
Q3 202114$4.0bnn.a.n.a.
Q4 202115$3.9bnn.a.n.a.
Q1 202220$4.0bnn.a.n.a.
Q2 202217$3.5bnn.a.n.a.
Q3 202219$3.3bnn.a.n.a.
Q4 202215$4.4bnn.a.n.a.
Q1 202312$4.1bnn.a.n.a.
Q2 202311$3.8bnn.a.n.a.
Q3 202312$3.6bnn.a.n.a.
Q4 202313$3.9bn85
Q1 202411$4.8bn47
Q2 202412$4.6bn66
Q3 202414$5.2bn77
Q4 202416$4.5bn105
Q1 202516$5.0bn610
Q2 202515$4.8bn87
Q3 202520$5.1bn813
Q4 202512$4.3bn829
Q1 202615$3.9bn2111
Q2 202622$4.1bn248

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HIG and V →HIG and AXP →HIG and BAC →Choose a stock to compare with HIG →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HIG, latest filings →Back to the 13F Explorer →