Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,215
+$18,152 QoQ
Shares Held
1,612
+1496.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
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, 2026WELLS FARGO & COMPANY/MN holds $2,561,205,380 across 43 Insurance - Property & Casualty names. HGTY ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,852,983 | $1,312,865,426 | |
| 2 | WRB |
Berkley W R Corp
|
3,720,958 | $262,439,165 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,166,409 | $254,802,044 | |
| 4 | TRV |
Travelers Companies, Inc.
|
732,022 | $241,655,101 | |
| 5 | MKL |
Markel Group Inc.
|
59,018 | $115,262,742 | |
| 6 | ALL |
Allstate Corp
|
434,349 | $103,348,999 | |
| 7 | CINF |
Cincinnati Financial Corp
|
239,095 | $44,266,046 | |
| 8 | RLI |
Rli Corp
|
705,393 | $41,667,562 |
All Filings in HGTY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,215 | 1,612 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,063 | 101 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $11,195 | 833 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,204 | 100 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,011 | 100 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $501 | 52 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $528 | 52 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,160 | 400 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,352 | 585 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $12,604 | 1,616 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $23,880 | 2,923 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $41,801 | 4,466 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $18,083 | 2,069 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,684 | 1,865 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $31,229 | 3,474 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $49,199 | 4,282 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $43,557 | 4,037 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $61,683 | 4,350 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||