Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$257,972
+$30,082 QoQ
Shares Held
21,642
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 127 holders
Holding Since
Sep 2023
12 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, 2026HSBC HOLDINGS PLC holds $1,462,568,655 across 30 Insurance - Property & Casualty names. HGTY ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,418,642 | $309,902,340 | |
| 2 | CB |
Chubb Ltd
|
853,553 | $290,839,643 | |
| 3 | TRV |
Travelers Companies, Inc.
|
807,548 | $266,587,742 | |
| 4 | ALL |
Allstate Corp
|
905,537 | $215,463,471 | |
| 5 | CINF |
Cincinnati Financial Corp
|
537,417 | $99,497,381 | |
| 6 | WRB |
Berkley W R Corp
|
1,110,733 | $78,339,995 | |
| 7 | L |
Loews Corp
|
630,332 | $71,359,882 | |
| 8 | MKL |
Markel Group Inc.
|
33,966 | $66,335,934 |
All Filings in HGTY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,972 | 21,642 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $227,890 | 21,642 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $290,867 | 21,642 | Shares | Defined | 2026-03-06 | |
| 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. | ||||||