Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,788,000
+$208,500 QoQ
Shares Held
150,000
0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#28
of 127 holders
Holding Since
Dec 2025
3 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, 2026National Philanthropic Trust holds $3,736,149 across 3 Insurance - Property & Casualty names. HGTY ranks #1 (47.9% of the industry book) .
All Filings in HGTY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,788,000 | 150,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,579,500 | 150,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,016,000 | 150,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||