Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$286,318
+$273,846 QoQ
Shares Held
24,020
+2488.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 127 holders
Holding Since
Dec 2021
18 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, 2026BANK OF AMERICA CORP /DE/ holds $8,243,916,026 across 41 Insurance - Property & Casualty names. HGTY ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,278,975 | $2,682,342,083 | |
| 2 | CB |
Chubb Ltd
|
4,534,497 | $1,545,084,505 | |
| 3 | ALL |
Allstate Corp
|
5,927,387 | $1,410,362,459 | |
| 4 | TRV |
Travelers Companies, Inc.
|
2,823,646 | $932,142,015 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,879,069 | $347,890,832 | |
| 6 | AIZ |
Assurant, Inc.
|
1,004,116 | $269,635,268 | |
| 7 | MKL |
Markel Group Inc.
|
118,590 | $231,607,452 | |
| 8 | WRB |
Berkley W R Corp
|
2,849,413 | $200,969,096 |
All Filings in HGTY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,318 | 24,020 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $12,472 | 928 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $13,725 | 1,140 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $86,651 | 8,571 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $52,837 | 5,845 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $36,187 | 3,750 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,523 | 3,788 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $77,095 | 7,413 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $92,954 | 10,159 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $112,085 | 14,370 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $196,830 | 24,092 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $219,490 | 23,450 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $62,070 | 7,102 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,770 | 2,232 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $20,335 | 2,262 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $40,156 | 3,495 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,682 | 712 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,287,725 | 1,501,250 | Shares | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||