Position in HGTY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$150,609
+$100,101 QoQ
Shares Held
12,635
+141.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#75
of 127 holders
Holding Since
Dec 2024
2 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, 2026R Squared Ltd holds $2,737,259 across 9 Insurance - Property & Casualty names. HGTY ranks #9 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UFCS |
United Fire Group Inc
|
10,178 | $533,734 | |
| 2 | AII |
American Integrity Insurance Group, Inc.
|
22,388 | $421,566 | |
| 3 | MKL |
Markel Group Inc.
|
170 | $332,011 | |
| 4 | PGR |
Progressive Corp/Oh/
|
1,510 | $329,859 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
955 | $314,968 | |
| 6 | SAFT |
Safety Insurance Group Inc
|
3,058 | $228,921 | |
| 7 | LMND |
Lemonade, Inc.
|
3,280 | $213,364 | |
| 8 | HCI |
HCI Group, Inc.
|
1,211 | $212,227 |
All Filings in HGTY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,609 | 12,635 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $50,508 | 5,234 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||