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CAPTRUST FINANCIAL ADVISORS: HIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on HIG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 29,639 HIG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,639 shares
    Change vs previous 13F +2,244 shares

    0.01% of the 13F portfolio, value $3,927,817.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,395 shares
    Change vs previous 13F +568 shares

    0.01% of the 13F portfolio, value $3,704,660.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,827 shares
    Change vs previous 13F +1,943 shares

    0.01% of the 13F portfolio, value $3,696,780.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,884 shares
    Change vs previous 13F +499 shares

    0.01% of the 13F portfolio, value $3,319,271.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,385 shares
    Change vs previous 13F +2,461 shares

    0.01% of the 13F portfolio, value $3,093,722.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,924 shares
    Change vs previous 13F +539 shares

    0.01% of the 13F portfolio, value $2,712,693.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,385 shares
    Change vs previous 13F +1,254 shares

    0.01% of the 13F portfolio, value $2,339,525.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,367,590.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).