Position in HGTY
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$211,653
-$58,491 QoQ
Shares Held
20,100
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Yorktown Management & Research Co Inc holds $1,243,508 across 3 Insurance - Property & Casualty names.
All Filings in HGTY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,653 | 20,100 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $270,144 | 20,100 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||