Position in HGTY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,661,176
+$532,168 QoQ
Shares Held
307,146
+3.4% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 127 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $9,331,264,581 across 44 Insurance - Property & Casualty names. HGTY ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,313,526 | $2,034,539,747 | |
| 2 | CB |
Chubb Ltd
|
5,286,296 | $1,801,252,490 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,826,776 | $1,263,295,283 | |
| 4 | ALL |
Allstate Corp
|
3,666,312 | $872,362,272 | |
| 5 | MKL |
Markel Group Inc.
|
350,660 | $684,842,481 | |
| 6 | WRB |
Berkley W R Corp
|
8,252,790 | $582,069,271 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,912,381 | $354,058,209 | |
| 8 | L |
Loews Corp
|
2,418,752 | $273,826,907 |
All Filings in HGTY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,661,176 | 307,146 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,129,008 | 297,152 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,473,085 | 332,819 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,784,452 | 231,267 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $757,974 | 74,973 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $594,640 | 65,779 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $696,776 | 72,205 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $678,662 | 66,732 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $531,729 | 51,128 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,293,441 | 141,360 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,010,667 | 129,573 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $385,107 | 47,137 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $365,544 | 39,054 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $360,312 | 41,226 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $558,403 | 66,398 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,101,317 | 122,505 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,294,371 | 112,652 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,332,801 | 123,522 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $660,135 | 46,554 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||