Position in HMN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$54,077
+$9,392 QoQ
Shares Held
1,047
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 259 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HMN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ASSETMARK, INC holds $71,546,001 across 28 Insurance - Property & Casualty names. HMN ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
88,120 | $30,026,008 | |
| 2 | WRB |
Berkley W R Corp
|
155,241 | $10,949,147 | |
| 3 | TRV |
Travelers Companies, Inc.
|
27,278 | $9,005,013 | |
| 4 | HCI |
HCI Group, Inc.
|
39,059 | $6,845,089 | |
| 5 | PGR |
Progressive Corp/Oh/
|
28,810 | $6,293,544 | |
| 6 | ALL |
Allstate Corp
|
17,724 | $4,217,248 | |
| 7 | CINF |
Cincinnati Financial Corp
|
10,364 | $1,918,790 | |
| 8 | ORI |
Old Republic International Corp
|
27,002 | $1,104,921 |
All Filings in HMN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,077 | 1,047 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $44,685 | 1,047 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $48,350 | 1,047 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $60,979 | 1,350 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $58,009 | 1,350 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $57,685 | 1,350 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $52,960 | 1,350 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $47,182 | 1,350 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $44,037 | 1,350 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $49,936 | 1,350 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $44,145 | 1,350 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $39,663 | 1,350 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $40,041 | 1,350 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $45,198 | 1,350 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $50,449 | 1,350 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $47,641 | 1,350 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $39,915 | 1,040 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,993 | 215 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $48,955 | 1,265 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $50,334 | 1,265 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $47,336 | 1,265 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $57,901 | 1,340 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $55,114 | 1,311 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $43,787 | 1,311 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $40,256 | 1,096 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $36,809 | 1,006 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||