Position in HGTY
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,010
New position
Shares Held
96
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026SIGNATUREFD, LLC holds $12,186,517 across 33 Insurance - Property & Casualty names. HGTY ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
13,039 | $2,584,851 | |
| 2 | CB |
Chubb Ltd
|
7,645 | $2,491,734 | |
| 3 | TRV |
Travelers Companies, Inc.
|
6,881 | $2,007,050 | |
| 4 | ALL |
Allstate Corp
|
5,063 | $1,049,762 | |
| 5 | AIZ |
Assurant, Inc.
|
3,756 | $818,094 | |
| 6 | L |
Loews Corp
|
4,794 | $511,711 | |
| 7 | WRB |
Berkley W R Corp
|
5,634 | $373,421 | |
| 8 | MKL |
Markel Group Inc.
|
187 | $357,931 |
All Filings in HGTY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,010 | 96 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||