L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 16 listed it in both
Shares listed
32,852,272
combined, among listed positions
Reported value
$4.5bn
combined, at the quarter end

Among the 92 comparable managers: 8 buyers (opened or added shares) and 29 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -6,497,177.

Managers listing HIG in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Fidelity (FMR LLC)11,854,889$1.6bn0.08%Trimmed-1,727,18917 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc6,089,609$839m0.09%Trimmed-2,475,91217 Feb 2026 (the filing on sec.gov)
Invesco Ltd5,030,463$693m0.07%Trimmed-300,83019 Feb 2026 (the filing on sec.gov)
MFS Investment Management2,870,734$396m0.13%Trimmed-72,47622 Jan 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,560,370$215m0.13%Added+489,52113 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC1,400,701$193m0.10%Trimmed-136,19717 Feb 2026 (the filing on sec.gov)
Man Group PLC1,229,111$169m0.29%Added+286,58217 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP509,996$70m0.26%Trimmed-163,17813 Feb 2026 (the filing on sec.gov)
Millennium Management LLC372,123$51munder 0.1%Trimmed-321,33317 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP366,894$51munder 0.1%Trimmed-10,72017 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd363,307$50munder 0.1%Added+1,43017 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC314,116$43m0.07%Trimmed-27,14110 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC184,242$25munder 0.1%Trimmed-4,54227 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC165,783$23munder 0.1%Added+74,80213 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC123,490$17munder 0.1%Trimmed-120,67517 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP107,593$15munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC97,300$13munder 0.1%Trimmed-170,10012 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP86,540$12munder 0.1%Trimmed-144,06213 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP34,940$4.8munder 0.1%Added+90817 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP18,600$2.6munder 0.1%Trimmed-72217 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC16,036$2.2munder 0.1%Trimmed-206,28612 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC12,376$1.7munder 0.1%Trimmed-631,06717 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP10,600$1.5munder 0.1%Trimmed-1,90017 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC10,246$1.4munder 0.1%Trimmed-442,16013 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP9,097$1.3munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 →