Who owns HGTY
114 institutions reported holding HGTY for 2026Q1, together 26% of the company, fewer than the 115 a quarter earlier.
114
Institutions reporting a position · as of 2026Q1 · down from 115 the quarter before
- Shares held by institutions
- 90.7M
Shares held by institutions · 26% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $955M
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 22%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 18
- New positions
- 14
- Positions exited
- 20
- Added to
- 30
- Reduced
- 35
- Top 10 holdersof the company
- 25%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 114 | 90.7M | $955M |
| 2025Q4 | 115 | 89.9M | $1.21B |
| 2025Q3 | 97 | 89.7M | $1.08B |
| 2025Q2 | 88 | 76.1M | $769M |
| 2025Q1 | 88 | 75.8M | $685M |
| 2024Q4 | 90 | 75.2M | $726M |
| 2024Q3 | 79 | 73.9M | $752M |
| 2024Q2 | 74 | 71.1M | $739M |
| 2024Q1 | 76 | 69.7M | $638M |
| 2023Q4 | 72 | 69.2M | $540M |
| 2023Q3 | 74 | 69.7M | $645M |
| 2023Q2 | 67 | 69.8M | $740M |
| 2023Q1 | 62 | 66.4M | $661M |
| 2022Q4 | 68 | 65.9M | $554M |
| 2022Q3 | 57 | 67.1M | $603M |
| 2022Q2 | 61 | 65.9M | $758M |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51.8M | 15% | $545M |
| Neuberger Berman Group LLC | 8.7M | 2.5% | $92M |
| Polar Capital Holdings Plc | 6.0M | 1.7% | $63M |
| T. Rowe Price Investment Management, Inc. | 5.6M | 1.6% | $59M |
| VANGUARD GROUP INC | 3.8M | 1.1% | $40M |
| Markel Group Inc. | 3.1M | 0.90% | $33M |
| Greenhaven Road Investment Management, L.P. | 2.4M | 0.69% | $25M |
| Pembroke Management, LTD | 1.7M | 0.50% | $18M |
| Lincoln Capital LLC | 1.0M | 0.27% | $10M |
| BlackRock Inc. | 0.7M | 0.20% | $7.3M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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Insurance - Property & Casualty
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