Position in HGTY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,534
-$2,778 QoQ
Shares Held
1,471
-23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 127 holders
Holding Since
Mar 2022
16 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, 2026CITIGROUP INC holds $936,381,671 across 42 Insurance - Property & Casualty names. HGTY ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
560,615 | $191,023,954 | |
| 2 | PGR |
Progressive Corp/Oh/
|
854,180 | $186,595,620 | |
| 3 | TRV |
Travelers Companies, Inc.
|
434,188 | $143,334,141 | |
| 4 | ALL |
Allstate Corp
|
329,165 | $78,321,519 | |
| 5 | WRB |
Berkley W R Corp
|
709,852 | $50,065,860 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
145,874 | $48,110,702 | |
| 7 | CINF |
Cincinnati Financial Corp
|
258,827 | $47,919,229 | |
| 8 | AIZ |
Assurant, Inc.
|
132,025 | $35,452,672 |
All Filings in HGTY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,534 | 1,471 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $20,312 | 1,929 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,400 | 625 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $29,184 | 2,424 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $309,780 | 30,641 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $33,556 | 3,712 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $13,181 | 1,366 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $13,749 | 1,352 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $63,738 | 6,966 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $367 | 45 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $5,887 | 629 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,479 | 627 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $5,188 | 617 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $5,483 | 610 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,939 | 604 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $61,168 | 5,669 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||