Position in HGTY
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$32,242
-$9,327 QoQ
Shares Held
3,062
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $11,997,561 across 41 Insurance - Property & Casualty names. HGTY ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
18,427 | $5,374,787 | |
| 2 | CB |
Chubb Ltd
|
5,332 | $1,737,858 | |
| 3 | PGR |
Progressive Corp/Oh/
|
5,749 | $1,139,681 | |
| 4 | ORI |
Old Republic International Corp
|
18,637 | $743,616 | |
| 5 | ALL |
Allstate Corp
|
2,893 | $599,834 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
1,689 | $577,063 | |
| 7 | CINF |
Cincinnati Financial Corp
|
3,357 | $528,223 | |
| 8 | UVE |
Universal Insurance Holdings, Inc.
|
4,326 | $147,776 |
All Filings in HGTY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,242 | 3,062 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $41,569 | 3,093 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,722 | 3,050 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $30,330 | 3,000 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||