Position in HGTY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$464,927
+$46,571 QoQ
Shares Held
39,004
-1.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 127 holders
Holding Since
Sep 2022
13 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, 2026Bank of New York Mellon Corp holds $5,309,844,338 across 42 Insurance - Property & Casualty names. HGTY ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
|
4,727,930 | $1,269,591,032 | |
| 2 | CB |
Chubb Ltd
|
3,059,661 | $1,042,548,876 | |
| 3 | PGR |
Progressive Corp/Oh/
|
3,016,504 | $658,955,288 | |
| 4 | ORI |
Old Republic International Corp
|
12,015,139 | $491,659,477 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,422,225 | $469,504,907 | |
| 6 | ALL |
Allstate Corp
|
1,788,200 | $425,484,297 | |
| 7 | CINF |
Cincinnati Financial Corp
|
794,325 | $147,061,321 | |
| 8 | L |
Loews Corp
|
949,222 | $107,461,413 |
All Filings in HGTY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,927 | 39,004 | Shares | Defined | 2026-08-06 | |
| 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. | ||||||