Position in HGTY
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$385,457
+$252,695 QoQ
Shares Held
32,337
+156.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 127 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Derivatives in HGTY
reported options exposure · as of Jun 30, 2026CallValue
$262,240
CallShares
22,000
PutValue
$209,792
PutShares
17,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CITADEL ADVISORS LLC holds $1,276,594,728 across 38 Insurance - Property & Casualty names. HGTY ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
|
3,616,435 | $409,416,606 | |
| 2 | PGR |
Progressive Corp/Oh/
|
719,059 | $157,078,438 | |
| 3 | CB |
Chubb Ltd
|
409,669 | $139,590,615 | |
| 4 | WRB |
Berkley W R Corp
|
1,475,954 | $104,099,035 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
170,778 | $56,324,291 | |
| 6 | PLMR |
Palomar Holdings, Inc.
|
391,299 | $49,456,280 | |
| 7 | AFG |
American Financial Group Inc
|
335,603 | $46,964,283 | |
| 8 | STC |
Stewart Information Services Corp
|
588,641 | $38,862,078 |
All Filings in HGTY
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,792 | 17,600 | Put | Defined | 2026-09-02 | |
| 2026-06-30 | $262,240 | 22,000 | Call | Defined | 2026-09-02 | |
| 2026-06-30 | $385,457 | 32,337 | Shares | Defined | 2026-09-02 | |
| 2026-03-31 | $182,169 | 17,300 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $114,777 | 10,900 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $132,762 | 12,608 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $301,056 | 22,400 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $514,859 | 38,308 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $352,772 | 29,300 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $280,532 | 23,300 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $867,801 | 85,836 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $687,480 | 68,000 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $468,272 | 51,800 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $1,076,916 | 119,128 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $28,024 | 3,100 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $60,795 | 6,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $225,810 | 23,400 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $543,642 | 56,336 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,289,494 | 126,794 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $174,924 | 17,200 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $69,156 | 6,800 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $34,320 | 3,300 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $361,150 | 34,726 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $21,840 | 2,100 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $915 | 100 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $445,733 | 48,714 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $2,745 | 300 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $350,383 | 44,921 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $3,900 | 500 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $780 | 100 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $8,170 | 1,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $438,271 | 53,644 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $35,131 | 4,300 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $936 | 100 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $203,112 | 21,700 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $355,398 | 37,970 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $874 | 100 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $162,564 | 18,600 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $7,166 | 820 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $658,283 | 73,224 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $109,678 | 12,200 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $453,855 | 39,500 | Put | Defined | 2022-08-15 | |
| 2022-03-31 | $121,927 | 11,300 | Call | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||