Position in HGTY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,326,410
-$284,844 QoQ
Shares Held
125,965
+5.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026RAYMOND JAMES FINANCIAL INC holds $3,025,480,148 across 38 Insurance - Property & Casualty names. HGTY ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,066,212 | $1,325,300,475 | |
| 2 | ALL |
Allstate Corp
|
2,952,335 | $612,137,136 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,545,738 | $306,427,099 | |
| 4 | TRV |
Travelers Companies, Inc.
|
512,560 | $149,503,499 | |
| 5 | MKL |
Markel Group Inc.
|
67,890 | $129,946,204 | |
| 6 | ORI |
Old Republic International Corp
|
3,126,584 | $124,750,699 | |
| 7 | CINF |
Cincinnati Financial Corp
|
587,865 | $92,500,555 | |
| 8 | WRB |
Berkley W R Corp
|
1,100,375 | $72,932,854 |
All Filings in HGTY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,326,410 | 125,965 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,611,254 | 119,885 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $1,379,603 | 114,585 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $784,889 | 77,635 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $805,265 | 89,078 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $878,796 | 91,067 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||