Position in HGTY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$227,890
-$62,977 QoQ
Shares Held
21,642
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026HSBC HOLDINGS PLC holds $1,273,222,293 across 32 Insurance - Property & Casualty names. HGTY ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,339,494 | $265,541,287 | |
| 2 | CB |
Chubb Ltd
|
701,340 | $228,587,740 | |
| 3 | ALL |
Allstate Corp
|
1,046,648 | $217,011,994 | |
| 4 | TRV |
Travelers Companies, Inc.
|
742,000 | $216,426,556 | |
| 5 | WRB |
Berkley W R Corp
|
1,103,332 | $73,128,842 | |
| 6 | CINF |
Cincinnati Financial Corp
|
424,932 | $66,863,047 | |
| 7 | L |
Loews Corp
|
585,560 | $62,502,670 | |
| 8 | MKL |
Markel Group Inc.
|
28,697 | $54,928,061 |
All Filings in HGTY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,890 | 21,642 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $290,867 | 21,642 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $260,569 | 21,642 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $251,284 | 24,855 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $224,689 | 24,855 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $243,508 | 25,234 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $272,098 | 26,755 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $282,859 | 27,198 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $248,843 | 27,196 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $212,128 | 27,196 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $204,560 | 25,038 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||