Position in HGTY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$552,277
+$201,292 QoQ
Shares Held
46,332
+39.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 127 holders
Holding Since
Mar 2026
2 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, 2026BANK OF MONTREAL /CAN/ holds $815,746,997 across 25 Insurance - Property & Casualty names. HGTY ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
595,119 | $202,780,844 | |
| 2 | PGR |
Progressive Corp/Oh/
|
774,764 | $169,247,192 | |
| 3 | ALL |
Allstate Corp
|
562,142 | $133,756,064 | |
| 4 | TRV |
Travelers Companies, Inc.
|
344,151 | $113,611,123 | |
| 5 | RLI |
Rli Corp
|
1,562,840 | $92,316,956 | |
| 6 | CINF |
Cincinnati Financial Corp
|
143,284 | $26,527,596 | |
| 7 | L |
Loews Corp
|
213,387 | $24,157,539 | |
| 8 | WRB |
Berkley W R Corp
|
299,915 | $21,153,000 |
All Filings in HGTY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,277 | 46,332 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $350,985 | 33,332 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||