David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  The Hartford Insurance Group, Inc. (HIG)
← All HIG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2003   Q1 0 0.00 Sell 100.00% 0.51 $31.64–49.14 · VW $38.48i SEC
2002   Q4 70,035 0.51 Add 150.89% 0.30 $37.25–50.47 · VW $44.21i $3,182,000 SEC
2002   Q3 27,915 0.24 Reduce 6.84% 0.02 $39.10–59.35 · VW $47.34i $1,145,000 SEC
2002   Q2 29,965 0.31 Reduce 9.58% 0.03 $57.25–70.24 · VW $65.56i $1,782,000 SEC
2002   Q1 33,140 0.35 Add 15.31% 0.05 $59.40–69.45 · VW $65.70i $2,257,000 SEC
2001   Q4 28,740 0.30 Add 0.52% <0.01 $52.85–63.72 · VW $57.55i $1,806,000 SEC
2001   Q3 28,590 0.33 Reduce 4.43% 0.02 $45.50–69.45 · VW $62.03i $1,679,000 SEC
2001   Q2 29,915 0.37 Add 13.85% 0.05 $56.15–71.15 · VW $64.21i $2,046,000 SEC
2001   Q1 26,275 0.30 Add 35.23% 0.08 $53.50–70.88 · VW $62.36i $1,550,000 SEC
2000   Q4 19,430 0.27 Add 28.00% 0.06 $64.38–80.00 · VW $72.23i $1,372,000 SEC
2000   Q3 15,180 0.27 Buy 0.27 $55.38–74.81 · VW $66.11i $1,107,000 SEC
Price snapshot:
Current price$140.78
52-week low$117.56
52-week high$143.21