Position in HGTY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,450,644
-$1,192,292 QoQ
Shares Held
205,591
-40.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 127 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,572,637,404 across 43 Insurance - Property & Casualty names. HGTY ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,756,908 | $939,388,829 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,946,122 | $642,453,792 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,366,933 | $517,056,512 | |
| 4 | ALL |
Allstate Corp
|
1,538,436 | $366,055,460 | |
| 5 | WRB |
Berkley W R Corp
|
2,835,322 | $199,975,258 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,050,678 | $194,522,522 | |
| 7 | L |
Loews Corp
|
1,093,446 | $123,789,020 | |
| 8 | MKL |
Markel Group Inc.
|
44,268 | $86,455,845 |
All Filings in HGTY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,450,644 | 205,591 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,642,936 | 345,958 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,588,959 | 192,631 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,602,878 | 216,186 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,210,096 | 119,693 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $910,824 | 100,755 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $823,405 | 85,327 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $273,449 | 26,888 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $216,372 | 20,805 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $208,838 | 22,824 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $202,924 | 26,016 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $964,860 | 118,098 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,291,548 | 137,986 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $974,517 | 111,501 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $928,235 | 110,373 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $548,289 | 60,989 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $668,188 | 58,154 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $797,833 | 73,942 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||