Position in HGTY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$113,579,779
+$21,743,775 QoQ
Shares Held
9,528,505
+9.3% QoQ
Ownership
2.77%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2
of 127 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $1,319,492,044 across 24 Insurance - Property & Casualty names. HGTY ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,493,800 | $326,320,609 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
119,141 | $247,025,745 | |
| 3 | STC |
Stewart Information Services Corp
|
2,548,868 | $168,276,265 | |
| 4 | CB |
Chubb Ltd
|
452,522 | $154,192,345 | |
| 5 | TRV |
Travelers Companies, Inc.
|
380,912 | $125,746,669 | |
| 6 | HGTY |
Hagerty, Inc.
This page
|
9,528,505 | $113,579,779 | |
| 7 | MKL |
Markel Group Inc.
|
35,163 | $68,673,690 | |
| 8 | RLI |
Rli Corp
|
998,267 | $58,967,630 |
All Filings in HGTY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,579,779 | 9,528,505 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $91,836,004 | 8,721,368 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $111,143,692 | 8,269,620 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $96,895,342 | 8,047,786 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $56,185,586 | 5,557,427 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $49,437,888 | 5,468,793 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $45,598,141 | 4,725,196 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $45,598,141 | 4,725,196 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $43,139,838 | 4,241,872 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $42,793,264 | 4,114,737 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $31,897,339 | 3,486,048 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $26,303,596 | 3,372,256 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $27,768,694 | 3,398,861 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $32,029,498 | 3,421,955 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $20,287,655 | 2,321,242 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,116,849 | 1,678,579 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||