Position in HGTY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$169,824
New position
Shares Held
14,247
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
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, 2026Sequoia Financial Advisors, LLC holds $69,393,915 across 19 Insurance - Property & Casualty names. HGTY ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
135,459 | $29,591,018 | |
| 2 | TRV |
Travelers Companies, Inc.
|
33,397 | $11,025,017 | |
| 3 | CB |
Chubb Ltd
|
26,597 | $9,062,661 | |
| 4 | ALL |
Allstate Corp
|
27,857 | $6,628,294 | |
| 5 | MKL |
Markel Group Inc.
|
1,526 | $2,980,293 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
810 | $1,679,445 | |
| 7 | L |
Loews Corp
|
14,549 | $1,647,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
7,872 | $1,457,422 |
All Filings in HGTY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,824 | 14,247 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||