Position in HGTY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$510,354
-$61,130 QoQ
Shares Held
42,815
-21.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 127 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026Vident Advisory, LLC holds $91,498,541 across 23 Insurance - Property & Casualty names. HGTY ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
210,380 | $45,957,509 | |
| 2 | CB |
Chubb Ltd
|
33,121 | $11,285,647 | |
| 3 | ALL |
Allstate Corp
|
28,721 | $6,833,873 | |
| 4 | TRV |
Travelers Companies, Inc.
|
17,346 | $5,726,259 | |
| 5 | STC |
Stewart Information Services Corp
|
54,803 | $3,618,092 | |
| 6 | WRB |
Berkley W R Corp
|
44,352 | $3,128,145 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
11,580 | $2,479,508 | |
| 8 | CINF |
Cincinnati Financial Corp
|
10,766 | $1,993,215 |
All Filings in HGTY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,354 | 42,815 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $571,484 | 54,272 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $738,272 | 54,931 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $721,653 | 59,938 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $362,392 | 35,845 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $399,748 | 44,220 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $665,541 | 68,968 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $723,748 | 71,165 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $338,280 | 32,527 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $174,069 | 19,024 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $128,668 | 16,496 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $119,085 | 14,576 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||