Position in HGTY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,265
-$4,143 QoQ
Shares Held
500
-28.6% QoQ
Ownership
0.000%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $589,605,073 across 37 Insurance - Property & Casualty names. HGTY ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
637,285 | $207,710,299 | |
| 2 | PGR |
Progressive Corp/Oh/
|
728,175 | $144,353,411 | |
| 3 | WRB |
Berkley W R Corp
|
1,147,307 | $76,043,507 | |
| 4 | ALL |
Allstate Corp
|
319,491 | $66,243,263 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
93,511 | $31,948,967 | |
| 6 | CINF |
Cincinnati Financial Corp
|
149,996 | $23,601,869 | |
| 7 | MKL |
Markel Group Inc.
|
5,994 | $11,472,934 | |
| 8 | RLI |
Rli Corp
|
171,662 | $9,791,600 |
All Filings in HGTY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,265 | 500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,408 | 700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,428 | 700 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,044 | 400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,616 | 400 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $3,860 | 400 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||