Fire, Marine & Casualty Insurance · SIC 6331

HARTFORD INSURANCE GROUP, INC.

HIG

Watch

Latest revenue

$739.0M

as of 2026-03-31

Latest net income

$856.0M

as of 2026-03-31

Net margin

115.8%

as of 2026-03-31

Price · 5Y

+18.1% / yr 4.3 pts / yr vs S&P 500 129.0% total
Compare:

Live market

delayed ≤15 min
$136.02
0.00%
Market cap
$37.29B
Enterprise value
$-3.38B
P/E (trailing)
9.7×
Forward P/E
P/B
1.97×
Dividend yield
1.6%
52-wk high
$144.50
52-wk low
$119.61
Beta
Shares out
274.1M

5-year trend

What this company does

AI

The Hartford sells property and casualty insurance, group employee benefits, and mutual funds and ETFs to businesses and individuals primarily in the US, with smaller operations in the UK. It earns most of its money from earned premiums on insurance policies, supplemented by investment income from its $64 billion portfolio and fee income from asset management. First-quarter 2026 net income jumped 36% to $856 million on premium growth and stronger investment returns, while management continues aggressive buybacks, reducing share count by roughly 10 million year-over-year.

Generated from HIG's filing dated 2026-02-20

Key risks

AI
  • Unrealized investment losses: AFS fixed maturities fair value $45.6B vs amortized cost $46.9B, a $1.3B underwater position; AOCI deficit widened to -$2.4B.
  • Loss reserve adequacy exposure: $46.7B unpaid losses and LAE against $18.9B equity; modest reserve deficiencies could materially impair book value.
  • Aggressive capital return amid declining equity: $455M buybacks plus $171M dividends in Q1 contributed to stockholders' equity slipping to $18.9B from $19.0B.

Generated from HIG's filing dated 2026-02-20

Profitability

Net margin

13.5%

15.3%

Return on equity

23.3%

14.9%

Return on assets

4.5%

16.0%

Leverage

Debt / equity

4.23×

1.2%

Long-term debt / equity

0.27×

6.7%

Debt / assets

80.9%

0.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$739.0M+12.7%$856.0M+35.9%115.8%

Q4 2025

2025-12-31

$26.29B+6.5%$1.13B+32.6%4.3%

Q3 2025

2025-09-30

$759.0M+15.2%$1.08B+40.8%142.3%

Q2 2025

2025-06-30

$664.0M+10.3%$995.0M+34.8%149.8%

Q1 2025

2025-03-31

$656.0M+10.6%$630.0M-16.3%96.0%

Q4 2024

2024-12-31

$24.68B$853.0M3.5%

Q3 2024

2024-09-30

$659.0M+10.4%$767.0M+17.8%116.4%

Q2 2024

2024-06-30

$602.0M+11.5%$738.0M+34.9%122.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Fire, Marine & Casualty Insurance · SIC 6331

Your notes

Keep private notes on HIG — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$0

Insider selling

$61.8M

Net activity

−$61.8M

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-10

Lori A Rodden

Executive Vice President

Sale10,500$138.06$1.4M
2026-03-10

Lori A Rodden

Executive Vice President

Sale30,193$138.04$4.2M
2026-03-04

Allison G Niderno

SVP & Controller

Sale702$140.51$98.6K
2026-02-26

Allison G Niderno

SVP & Controller

Sale375$141.97$53.2K
2026-02-25

Adin M Tooker

President

Sale8,307$140.54$1.2M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns HIG

Institutional value

$12.79B

Total shares held

99.8M

Distinct holders

762

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC18.0M$2.43BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC15.9M$2.15BNew
3Invesco Ltd.5.1M$685.1MNew
4DIMENSIONAL FUND ADVISORS LP4.7M$635.5MNew
5Legal & General Group Plc2.6M$355.8MNew
6BAHL & GAYNOR INC2.4M$330.6MNew
7Bank of New York Mellon Corp2.4M$327.9MNew
8AustralianSuper Pty Ltd2.0M$276.6MNew
9Allianz Asset Management GmbH2.0M$264.7MNew
10Robeco Institutional Asset Management B.V.1.9M$252.4MNew
11LOS ANGELES CAPITAL MANAGEMENT LLC1.7M$234.5MNew
12UBS Group AG1.6M$212.3MNew
13VANGUARD FIDUCIARY TRUST CO1.6M$211.9MNew
14DEUTSCHE BANK AG\1.4M$191.1MNew
15GREAT LAKES ADVISORS, LLC1.1M$148.8MNew
16HSBC HOLDINGS PLC1.1M$148.0MNew
17Nuveen, LLC906.1K$122.5MNew
18Swiss National Bank817.8K$110.6MNew
19California Public Employees Retirement System787.6K$106.5MNew
20ASSETMARK, INC768.0K$103.9MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Loss and LAE were flat at $3.998B despite 5.3% premium growth—what favorable prior-year development or reserve releases drove the implied loss ratio improvement?

  2. 2

    AOCI deteriorated another $359M to negative $2.42B on AFS losses; what's the unrealized loss on the $46.9B fixed maturity book and duration positioning?

  3. 3

    Insurance operating costs rose 7% to $1.447B, outpacing premium growth—what's driving the expense ratio deterioration and when does it normalize?

Refreshed when HIG files a new report · last from 2026-02-20