Position in HGTY
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$5,349
-$1,868 QoQ
Shares Held
508
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Farther Finance Advisors, LLC holds $22,681,058 across 42 Insurance - Property & Casualty names. HGTY ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
21,118 | $6,882,989 | |
| 2 | TRV |
Travelers Companies, Inc.
|
10,478 | $3,056,223 | |
| 3 | PGR |
Progressive Corp/Oh/
|
12,828 | $2,543,022 | |
| 4 | ALL |
Allstate Corp
|
10,978 | $2,276,178 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
656 | $1,441,205 | |
| 6 | CINF |
Cincinnati Financial Corp
|
7,412 | $1,166,278 | |
| 7 | WRB |
Berkley W R Corp
|
14,579 | $966,296 | |
| 8 | ORI |
Old Republic International Corp
|
19,491 | $777,690 |
All Filings in HGTY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,349 | 508 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,217 | 537 | Shares | Sole | 2026-01-23 | |
| 2024-12-31 | $9 | 1 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10 | 1 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||