HARTFORD INSURANCE GROUP, INC. SEC Filings

Winter Matthew E reported acquisition or exercise transactions in this Form 4 filing.

HARTFORD INSURANCE GROUP, INC. director Matthew E. Winter received a grant of 1355.7870 Restricted Stock Units on 2026-07-27 at $140.1400 per unit. These RSUs vest on the earlier of the last day of the 2026-2027 Board service year or the first anniversary of the grant and are payable in common shares within 60 days after vesting. Following this award, Winter holds 7578.0210 RSUs and 11599.9920 shares of common stock directly.

The Hartford Insurance Group, Inc. reported Q2 2026 net income of $1,298 million on total revenues of $7,263 million, compared with $995 million on $6,716 million of revenues a year earlier. Income from continuing operations was $980 million, while diluted EPS rose to $4.68 from $3.44.

Results reflected higher earned premiums of $6,279 million and stronger net investment income of $800 million, with Business Insurance and Employee Benefits driving segment growth. Discontinued operations, including Hartford Funds following a June 3, 2026 sale agreement, contributed $318 million. For the first half, net income reached $2,154 million, operating cash flow was $2,234 million, stockholders’ equity increased to $19,633 million, and common dividends per share rose to $1.20 as common shares outstanding declined to 271.6 million through ongoing share repurchases.

The Hartford Insurance Group, Inc. reported strong second quarter 2026 results, with net income available to common stockholders of $1.3 billion, or $4.68 per diluted share, up from $990 million, or $3.44, a year earlier. Core earnings were $945 million, or $3.42 per diluted share, slightly above $932 million, or $3.24, in 2025. Trailing 12‑month net income ROE was 23.8% and core earnings ROE 18.7%.

Property & Casualty written premiums grew 3%, including 5% growth in Business Insurance, though that segment’s combined ratio rose to 91.4. Personal Insurance written premiums fell 7%, but its combined ratio improved to 90.1, with better automobile and homeowners profitability. Employee Benefits fully insured ongoing premiums rose 5%, while its core earnings margin declined to 7.4% amid higher disability loss ratios.

Consolidated net investment income increased to $800 million, helped by much stronger limited partnership returns. Results also reflect a $251 million income tax benefit tied to the pending sale of Hartford Funds, reported in discontinued operations. Capital management remained active: the company returned $615 million to shareholders in the quarter and the board authorized a new $4.2 billion share repurchase program effective August 1, 2026, through 2028.

The Hartford Insurance Group, Inc. appointed Randy Larsen to its Board of Directors, effective September 1, 2026. He will serve on the Board’s Finance, Investment and Risk Management Committee and Nominating and Corporate Governance Committee. The Board determined he is independent under New York Stock Exchange standards and the company’s Corporate Governance Guidelines and that he is not involved in any related party transactions under Item 404(a) of Regulation S-K.

For the remainder of the 2026-2027 Board service year, Larsen will receive a pro rata cash retainer of $82,700 from an annual cash retainer of $115,000 and restricted stock units valued at $136,600 from an annual equity retainer of $190,000, with the grant to occur on the second trading day after the company files its Form 10-Q for the quarter ending September 30, 2026, based on the closing stock price on the grant date. He will also receive $100,000 of group life insurance coverage, $750,000 of accidental death, dismemberment and permanent total disability coverage, and reimbursement of Board-related travel expenses. The company issued a press release announcing his appointment.

The Hartford Insurance Group, Inc. has agreed to sell its Hartford Funds asset management business to Wellington Management’s parent, with Wellington operating the business and advising the funds after closing.

Hartford will receive $300 million in cash at closing plus quarterly payments equal to 95% of after-tax available cash from the combined Hartford Funds and related Wellington U.S. wealth activities for an expected seven-year period, subject to performance-based shortening or extension. The company estimates the transaction’s net present value at $1.9 billion, calculated using an 11% discount rate, while actual value will depend on post-closing performance.

Hartford expects a $250 million deferred tax asset in the second quarter of 2026 and to classify Hartford Funds as discontinued operations, included in GAAP net income but excluded from core earnings until closing. It anticipates about $55 million of after-tax transaction costs, a pre-closing dividend of roughly $170 million, and an estimated $150 million after-tax realized loss at closing. Initial quarterly cash payments are estimated at about $65 million beginning after the first full quarter post-closing, and the transaction is targeted to close in the first quarter of 2027, subject to regulatory and fund approvals.

Hartford Insurance Group president Adin M. Tooker reported an exercise-and-sale transaction in company stock. On May 27, 2026, he exercised stock options to acquire 8,895 shares of common stock at $49.01 per share, then sold the same 8,895 shares in an open-market transaction at $135.13 per share.

The filing shows this activity was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on August 25, 2025. Following these transactions, Tooker continues to hold 38,208.27 shares of common stock directly, along with multiple blocks of vested stock options with exercise prices ranging from $51.87 to $140.54 and expirations between 2028 and 2036.

The Hartford Insurance Group, Inc. reported the results of its annual shareholder meeting held on May 20, 2026. All 11 director nominees were elected to serve until the 2027 annual meeting, each receiving over 213 million votes in favor, with varying levels of opposition and broker non-votes.

Shareholders approved the ratification of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 230,370,188 votes for and 22,034,059 against. On a non-binding, advisory basis, shareholders also approved the compensation of the company’s named executive officers, with 217,375,231 votes for and 15,702,194 against.

A shareholder proposal requesting that the company adopt written consent rights for shareholders did not pass, receiving 105,248,533 votes for and 127,689,893 against, along with 837,157 abstentions and 18,761,930 broker non-votes.

Hartford Insurance Group EVP & Chief Information Officer Shekar Pannala reported routine equity activity related to restricted stock units. On a tax-withholding transaction, 7,074 shares of common stock were delivered to the company at $135.81 per share to cover tax obligations tied to an RSU distribution under The Hartford's 2020 Stock Incentive Plan.

After this disposition, Pannala directly holds 8,546.086 shares of common stock, 5,929.742 restricted stock units, and a stock option covering 10,081 shares at an exercise price of $140.54 expiring on February 24, 2036. One-third of this option becomes exercisable on each of February 24, 2027, 2028, and 2029. He also has approximately 293.5364 share equivalents in the company stock fund of the 401(k) plan.