Position in HGTY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$141,460
-$33,622 QoQ
Shares Held
13,434
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Steward Partners Investment Advisory, LLC holds $96,932,565 across 26 Insurance - Property & Casualty names. HGTY ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
129,303 | $42,143,726 | |
| 2 | ALL |
Allstate Corp
|
131,770 | $27,321,191 | |
| 3 | PGR |
Progressive Corp/Oh/
|
37,871 | $7,507,547 | |
| 4 | TRV |
Travelers Companies, Inc.
|
22,575 | $6,584,676 | |
| 5 | MKL |
Markel Group Inc.
|
3,057 | $5,851,311 | |
| 6 | WRB |
Berkley W R Corp
|
32,294 | $2,140,446 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
6,144 | $2,099,159 | |
| 8 | CINF |
Cincinnati Financial Corp
|
5,256 | $827,031 |
All Filings in HGTY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,460 | 13,434 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $175,082 | 13,027 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $156,845 | 13,027 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $117,518 | 11,624 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $100,841 | 11,155 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $99,636 | 10,325 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $77,281 | 7,599 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $61,796 | 5,942 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $45,237 | 4,944 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,611 | 4,822 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $30,800 | 3,770 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,181 | 1,622 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,755 | 1,345 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,187 | 1,687 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,573 | 175 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,745 | 500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,395 | 500 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,090 | 500 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||