Position in HGTY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,579
-$437 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Atlantic Union Bankshares Corp holds $18,551,261 across 20 Insurance - Property & Casualty names. HGTY ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
|
1,765 | $3,877,634 | |
| 2 | CB |
Chubb Ltd
|
11,317 | $3,688,547 | |
| 3 | TRV |
Travelers Companies, Inc.
|
10,577 | $3,085,097 | |
| 4 | MKL |
Markel Group Inc.
|
1,494 | $2,859,619 | |
| 5 | ORI |
Old Republic International Corp
|
56,672 | $2,261,212 | |
| 6 | ALL |
Allstate Corp
|
4,626 | $959,152 | |
| 7 | PGR |
Progressive Corp/Oh/
|
4,678 | $927,365 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
1,040 | $355,326 |
All Filings in HGTY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,579 | 150 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,016 | 150 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,806 | 150 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,516 | 150 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||