L3VLUP
Quarter end
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Nov 2024
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 11 listed it in both
Shares listed
44,025,274
combined, among listed positions
Reported value
$5.2bn
combined, at the quarter end

Among the 94 comparable managers: 7 buyers (opened or added shares) and 7 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, 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.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

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 →