Position in HGTY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$350,985
New position
Shares Held
33,332
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $592,209,348 across 23 Insurance - Property & Casualty names. HGTY ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
540,035 | $176,013,601 | |
| 2 | PGR |
Progressive Corp/Oh/
|
667,620 | $132,348,984 | |
| 3 | ALL |
Allstate Corp
|
461,056 | $95,595,346 | |
| 4 | TRV |
Travelers Companies, Inc.
|
304,966 | $88,952,479 | |
| 5 | RLI |
Rli Corp
|
358,234 | $20,433,665 | |
| 6 | L |
Loews Corp
|
170,602 | $18,210,055 | |
| 7 | CINF |
Cincinnati Financial Corp
|
111,732 | $17,581,027 | |
| 8 | WRB |
Berkley W R Corp
|
247,229 | $16,386,334 |
All Filings in HGTY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,985 | 33,332 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||