Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,820
+$12,555 QoQ
Shares Held
1,495
+199.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#89
of 127 holders
Holding Since
Dec 2024
7 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, 2026JONES FINANCIAL COMPANIES LLLP holds $669,276,145 across 40 Insurance - Property & Casualty names. HGTY ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
676,017 | $230,346,032 | |
| 2 | PGR |
Progressive Corp/Oh/
|
734,298 | $160,407,397 | |
| 3 | WRB |
Berkley W R Corp
|
1,259,360 | $88,822,660 | |
| 4 | ALL |
Allstate Corp
|
307,379 | $73,137,758 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
103,629 | $34,177,879 | |
| 6 | CINF |
Cincinnati Financial Corp
|
170,139 | $31,499,534 | |
| 7 | TRV |
Travelers Companies, Inc.
|
54,181 | $17,886,230 | |
| 8 | MKL |
Markel Group Inc.
|
5,515 | $10,770,849 |
All Filings in HGTY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,820 | 1,495 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||