Position in HGTY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$32,345
+$12,443 QoQ
Shares Held
3,072
+107.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $20,437,055 across 42 Insurance - Property & Casualty names. HGTY ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
68,133 | $13,506,681 | |
| 2 | CB |
Chubb Ltd
|
7,116 | $2,319,308 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,869 | $836,821 | |
| 4 | ALL |
Allstate Corp
|
2,937 | $608,950 | |
| 5 | ORI |
Old Republic International Corp
|
11,951 | $476,840 | |
| 6 | L |
Loews Corp
|
3,227 | $344,443 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,071 | $325,865 | |
| 8 | WRB |
Berkley W R Corp
|
4,812 | $318,933 |
All Filings in HGTY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,345 | 3,072 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $19,902 | 1,481 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,554 | 1,458 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,715 | 961 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,793 | 1,194 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,794 | 1,015 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,539 | 938 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,464 | 910 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $567 | 62 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||