Position in HGTY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,642,936
+$1,053,977 QoQ
Shares Held
345,958
+79.6% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 71.29391429017396.ToString("F0")%
Shared 0.ToString("F0")%
None 28.706085709826045.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026UBS Group AG holds $3,507,251,051 across 45 Insurance - Property & Casualty names. HGTY ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,871,071 | $935,768,168 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,125,741 | $620,036,133 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,918,556 | $578,574,538 | |
| 4 | ALL |
Allstate Corp
|
1,412,581 | $292,884,541 | |
| 5 | WRB |
Berkley W R Corp
|
3,267,776 | $216,588,191 | |
| 6 | L |
Loews Corp
|
1,288,263 | $137,509,191 | |
| 7 | CINF |
Cincinnati Financial Corp
|
795,925 | $125,238,795 | |
| 8 | AFG |
American Financial Group Inc
|
848,396 | $108,348,650 |
All Filings in HGTY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||