Position in HGTY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$418,356
-$99,365 QoQ
Shares Held
39,730
+3.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Bank of New York Mellon Corp holds $5,026,562,166 across 43 Insurance - Property & Casualty names. HGTY ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,420,692 | $1,114,906,131 | |
| 2 | AIZ |
Assurant, Inc.
|
4,816,951 | $1,049,180,087 | |
| 3 | PGR |
Progressive Corp/Oh/
|
3,023,558 | $599,390,130 | |
| 4 | ORI |
Old Republic International Corp
|
12,241,253 | $488,425,985 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,490,093 | $434,630,317 | |
| 6 | ALL |
Allstate Corp
|
1,847,128 | $382,983,509 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,047,063 | $164,755,356 | |
| 8 | WRB |
Berkley W R Corp
|
2,033,932 | $134,809,006 |
All Filings in HGTY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $418,356 | 39,730 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $517,721 | 38,521 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $265,517 | 22,053 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $183,414 | 18,142 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $167,782 | 18,560 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $181,679 | 18,827 | Shares | Defined | 2025-02-04 | |
| 2023-12-31 | $123,544 | 15,839 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $281,529 | 34,459 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $314,786 | 33,631 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $297,552 | 34,045 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $306,627 | 36,460 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $142,392 | 15,839 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||