HIG

HIG

HIG

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 22, 2025	Harbor Mid Cap Value Fund	4.9%	2.1%	ADT, BK, CNHI, FLEX, FOXA, HIG, HPQ, JAZZ, JBL, KR, MCK, NRG, ORI, PHM, SNX, STT, SYF, TAP, TXT, WDC	earnings, energy, financials, mid cap, technology, value	Value stocks were left behind in the market rally and continue to trade at significant discounts to their growth counterparts, enhancing the potential for outperformance if valuations between growth and value stocks revert to a more normal, historical average. The Fund trades at just over 10x forward earnings and 7x cash flow, which are significant discounts to the core and value benchmark.	MCK ADT	View
2024 Q2	Jun 30, 2024	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	The strategy holds AI beneficiaries like AppLovin and Marvell Technology. Despite short-term pressure from DeepSeek concerns, the managers believe AI-enabled advertising platforms and data center infrastructure remain compelling long-term opportunities in the mid cap space.		View
2025 Q1	Mar 31, 2025	Harbor Mid Cap Value Fund	-2.7%	-2.7%	AIG, ALSN, AMKR, ATKR, BK, DOX, EBAY, FOXA, HIG, HPQ, KR, NFG, NRG, ORI, PHM, PVH, STT, TOL, UAL, UGI	consumer discretionary, financials, mid cap, Trade Policy, Utilities, value	The fund maintains a deep value discipline with stretched valuation spreads remaining historically wide. The portfolio continues to trade at discounts relative to the benchmark, focusing on high-quality, profitable companies that generate strong cash flow, pay dividends, and actively buy back shares.		View
2024 Q4	Dec 31, 2024	Impax US Sustainable Economy Fund	-0.8%	20.4%	AAPL, AMZN, APD, AVGO, DHI, ELV, GILD, GOOGL, HIG, HUBS, LII, MA, MSFT, NVDA, PGR, TEAM, TSLA, UNP, V, ZTS	AI, Biotechnology, Energy Efficiency, Esg, healthcare, large cap, sustainability, technology	The portfolio's energy efficiency tilt detracted from performance as Energy Efficiency-related companies lagged the market while Energy stocks outperformed. The fund maintains allocations to energy efficiency solutions as part of its sustainable economy focus.		View
2024 Q3	Oct 31, 2024	Prosper Global Macro	1.9%	0.0%	ADBE, BABA, C, CBK.DE, DIS, EOG, GOOGL, HIG, LLOY.L, NFLX, ROG.SW	equities, Fed policy, fixed income, Global Macro, inflation, Multi-Asset, Trump			View
2025 Q4	Jan 27, 2026	Diamond Hill Large Cap Strategy	1.4%	5.7%	AIG, AON, BRK-B, CAT, CB, CL, COF, COO, DOV, EQT, GM, GOOGL, HCA, HIG, LH, MU, NDAQ, SOLV, SYY, WIX, ZTS	AI, Defensive, financials, healthcare, large cap, Quality, technology, value	The fund remains cautious of AI-driven market exuberance where investor sentiment often appears to outpace business fundamentals. AI optimism drove strong performance in information technology and communication services sectors, with hundreds of billions in AI-related capital spending supporting stocks like Micron and Sandisk. The fund continues to find attractive opportunities among high-quality, cash-generative businesses with defensive characteristics including Colgate, Aon and Berkshire Hathaway. These fundamentally stable businesses underperformed in 2025 but continue to perform in-line with expectations. The portfolio focuses on fundamentally stable, higher quality businesses trading at discounts to intrinsic value estimates. New positions like Dover Corp were initiated when stocks traded at significant discounts to estimated intrinsic value.	EQT SOLV WIX DOV COO SYY LH ZTS COF AIG GM	View
2024 Q2	Jul 18, 2024	ClearBridge Investments Mid Cap Growth Strategy	0.0%	0.0%	ACGL, APP, ATKR, AVTR, CASY, CHWY, CLH, CSGP, DT, FRSH, HIG, MHK, PINS, RBRK, RRX, WK, WSC	AI, financials, industrials, mid cap, software, technology	The letter discusses how AI integration is affecting client spending patterns and software companies. Management notes that AI development and rollout will create tailwinds for companies like Freshworks, and Rubrik has introduced new AI data security products as an additional revenue source.	RBK CHWY	View
2025 Q1	Mar 31, 2025	ClearBridge Mid Cap Growth Strategy	-	-	APP, ASH, AVTR, AZPN, BKR, CASY, COTY, DTE, EQT, ES, HIG, IP, LNW, MCHP, MRVL, PPL, QRVO, RRX, TFX, WSC	AI, energy, industrials, mid cap, Natural Gas, semiconductors, tariffs, technology	AI beneficiaries like AppLovin faced pressure from short sellers amid broader tech retreat, but the manager believes AI-enabled advertising platforms remain among the best AI opportunities in mid cap. Data center companies like Marvell continue to benefit from hyperscaler buildouts despite DeepSeek concerns. SailPoint's AI integration has expanded its addressable market for identity security solutions.		View
2023 Q1	Mar 31, 2023	Diamond Hill Small-Mid Cap Strategy	8.4%	9.2%	AAP, ADM, AIG, ALGT, ALK, ALL, ARW, ASH, BHF, BKU, BOKF, BR, BRBR, BRO, BSX, BWA, CALM, CHKP, CIEN, CIVI, COOP, CTRA, CTSH, CUBE, DEI, ENOV, ERII, ESAB, ESGR, FA, FCX, FIBK, FIS, FWONA, GTES, HBI, HIG, ITGR, JLL, KEX, KMX, L, LANC, LOB, MTN, NVR, NXPI, OZK, PH, POST, PRG, RHP, RNR, RRR, RRX, RYN, SANM, SF, SRCL, SSNC, ST, UDR, UGI, VFC, WBS, WCC, WNS, WTW, WWW, WY	financials, industrials, mid cap, small cap, value			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Aug 8, 2025	Seeking Alpha	Albert Anthony	The Hartford Insurance Group	Financials	Insurance - Property & Casualty	Bull	NYSE	—	View Pitch

BSD Shareholders of HIG

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: