Position in HGTY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,496
-$1,976 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 127 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TRUST CO OF VERMONT holds $18,145,984 across 13 Insurance - Property & Casualty names. HGTY ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
19,977 | $6,806,962 | |
| 2 | ALL |
Allstate Corp
|
23,674 | $5,632,990 | |
| 3 | TRV |
Travelers Companies, Inc.
|
6,280 | $2,073,152 | |
| 4 | WRB |
Berkley W R Corp
|
16,939 | $1,194,707 | |
| 5 | MKL |
Markel Group Inc.
|
605 | $1,181,571 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,501 | $546,343 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,650 | $305,481 | |
| 8 | ORI |
Old Republic International Corp
|
5,003 | $204,722 |
All Filings in HGTY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,496 | 1,300 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $17,472 | 1,300 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $15,652 | 1,300 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $13,143 | 1,300 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $11,752 | 1,300 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,545 | 1,300 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||