Position in HGTY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$26,556
-$251,329 QoQ
Shares Held
2,522
-87.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 98.65186360031721.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3481363996827915.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $7,292,178,321 across 44 Insurance - Property & Casualty names. HGTY ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,125,532 | $2,403,765,454 | |
| 2 | CB |
Chubb Ltd
|
4,817,534 | $1,570,178,846 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,726,502 | $1,086,946,093 | |
| 4 | L |
Loews Corp
|
8,923,433 | $952,487,232 | |
| 5 | LMND |
Lemonade, Inc.
|
5,262,816 | $329,873,301 | |
| 6 | WRB |
Berkley W R Corp
|
3,273,964 | $216,998,327 | |
| 7 | ALL |
Allstate Corp
|
1,001,632 | $207,678,372 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
429,643 | $146,791,821 |
All Filings in HGTY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,556 | 2,522 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $277,885 | 20,676 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $8,596 | 714 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $140,285 | 13,876 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $205,904 | 22,777 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $281,191 | 29,139 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $12,966 | 1,275 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $235,474 | 25,735 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $216,987 | 27,819 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $156,994 | 19,216 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $266,899 | 28,515 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $212,713 | 24,338 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $123,332 | 14,665 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $106,441 | 11,840 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $119,438 | 10,395 | Shares | Defined | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||