Position in HGTY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,920
+$1,390 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 127 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $21,179,075 across 15 Insurance - Property & Casualty names. HGTY ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
35,402 | $7,733,566 | |
| 2 | CB |
Chubb Ltd
|
17,969 | $6,122,757 | |
| 3 | CINF |
Cincinnati Financial Corp
|
12,702 | $2,351,648 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,739 | $1,564,438 | |
| 5 | ORI |
Old Republic International Corp
|
33,078 | $1,353,551 | |
| 6 | ALL |
Allstate Corp
|
2,912 | $692,881 | |
| 7 | WRB |
Berkley W R Corp
|
5,917 | $417,326 | |
| 8 | MKL |
Markel Group Inc.
|
184 | $359,353 |
All Filings in HGTY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,920 | 1,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,530 | 1,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,440 | 1,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,040 | 1,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,110 | 1,000 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $9,040 | 1,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,650 | 1,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,170 | 1,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,400 | 1,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,150 | 1,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,800 | 1,000 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||