Position in HGTY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,383
-$29,081 QoQ
Shares Held
1,366
-57.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $164,588,556 across 43 Insurance - Property & Casualty names. HGTY ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
143,901 | $46,901,650 | |
| 2 | ALL |
Allstate Corp
|
205,702 | $42,650,251 | |
| 3 | TRV |
Travelers Companies, Inc.
|
62,509 | $18,232,623 | |
| 4 | PGR |
Progressive Corp/Oh/
|
80,283 | $15,915,299 | |
| 5 | CINF |
Cincinnati Financial Corp
|
40,034 | $6,299,349 | |
| 6 | MKL |
Markel Group Inc.
|
3,077 | $5,889,592 | |
| 7 | WRB |
Berkley W R Corp
|
83,068 | $5,505,744 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
11,370 | $3,884,672 |
All Filings in HGTY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,383 | 1,366 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $43,464 | 3,234 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $68,013 | 5,649 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $50,034 | 4,949 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,808 | 200 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $482 | 50 | Shares | Defined | 2025-06-06 | |
| 2024-03-31 | $3,888 | 425 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $244,693 | 31,371 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,106 | 625 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,446 | 475 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $5,462 | 625 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,861 | 816 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $16,325 | 1,816 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,013 | 1,916 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,797 | 630 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $42,482 | 2,996 | Shares | Defined | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||