Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$179,336
New position
Shares Held
15,045
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 127 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $49,530,821 across 13 Insurance - Property & Casualty names. HGTY ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
80,669 | $14,935,058 | |
| 2 | PLMR |
Palomar Holdings, Inc.
|
68,424 | $8,648,109 | |
| 3 | CB |
Chubb Ltd
|
23,531 | $8,017,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
32,006 | $6,991,710 | |
| 5 | ALL |
Allstate Corp
|
18,443 | $4,388,327 | |
| 6 | TRV |
Travelers Companies, Inc.
|
7,777 | $2,567,343 | |
| 7 | MKL |
Markel Group Inc.
|
855 | $1,669,823 | |
| 8 | AIZ |
Assurant, Inc.
|
1,871 | $502,419 |
All Filings in HGTY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,336 | 15,045 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||