Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
109 institutional managers reported holding HGTY for the quarter ended Mar 31, 2026. Together they hold about 26% of shares outstanding; the top 10 hold 25%. 15 opened new positions; 20 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance CO | 51.80M | 14.97% | $546.2M | unchanged | 2021 Q4 |
| Neuberger Berman Group LLC | 8.72M | 2.52% | $92.0M | added +5.5% | 2022 Q4 |
| Polar Capital Holdings PLC | 6.00M | 1.73% | $63.3M | added +4% | 2022 Q2 |
| T. Rowe Price Investment Management, INC. | 5.64M | 1.63% | $59.5M | added +394.2% | 2025 Q2 |
| Vanguard Group | 3.79M | 1.10% | $40.0M | added +11% | 2021 Q4 |
| Markel Group | 3.11M | 0.90% | $32.8M | unchanged | 2023 Q2 |
| Greenhaven Road Investment Management, L.p. (focused) | 2.37M | 0.69% | $25.0M | trimmed -9.4% | 2022 Q2 |
| Pembroke Management, LTD | 1.74M | 0.50% | $18.3M | trimmed -22% | 2024 Q4 |
| Lincoln Capital LLC | 950.7k | 0.28% | $10.0M | added +17% | 2022 Q2 |
| BlackRock | 690.1k | 0.20% | $7.3M | added +2.7% | 2022 Q1 |
| Royce & Associates | 525.0k | 0.15% | $5.5M | unchanged | 2021 Q4 |
| Geode Capital | 418.8k | 0.12% | $4.4M | added +5.2% | 2022 Q1 |
| UBS | 391.2k | 0.11% | $4.1M | added +64.5% | 2022 Q1 |
| Scholtz & Company, LLC (focused) | 325.5k | 0.09% | $3.4M | added +0.7% | 2025 Q2 |
| Morgan Stanley | 297.2k | 0.09% | $3.1M | trimmed -10.7% | 2021 Q4 |
| Dimensional Fund Advisors | 271.3k | 0.08% | $2.9M | added +49.5% | 2024 Q2 |
| Woodline Partners LP | 260.5k | 0.07% | $2.7M | added +3.2% | 2025 Q3 |
| State Street | 233.8k | 0.07% | $2.5M | added +1.3% | 2022 Q1 |
| Charles Schwab Investment Management | 217.5k | 0.06% | $2.3M | added +0.8% | 2022 Q1 |
| Gillson Capital LP | 202.0k | 0.06% | $2.1M | unchanged | 2025 Q3 |
| Oxford Financial Group, LTD. LLC | 170.0k | 0.05% | $1.8M | unchanged | 2025 Q3 |
| Renaissance Technologies | 157.7k | 0.05% | $1.7M | added +79.2% | 2022 Q4 |
| National Philanthropic Trust | 150.0k | 0.04% | $1.6M | unchanged | 2025 Q4 |
| LPL Financial LLC | 141.2k | 0.04% | $1.5M | added +22.8% | 2022 Q4 |
| Confluence Investment Management LLC | 140.8k | 0.04% | $1.5M | trimmed -28.5% | 2022 Q4 |
| Raymond James Financial INC | 126.0k | 0.04% | $1.3M | added +5.1% | 2022 Q1 |
| Connor, Clark & Lunn Investment Management LTD. | 116.0k | 0.03% | $1.2M | trimmed -20.6% | 2024 Q1 |
| Palisade Capital Management, LP | 110.6k | 0.03% | $1.2M | added +96.6% | 2025 Q3 |
| Brown Advisory INC | 109.0k | 0.03% | $1.1M | unchanged | 2025 Q4 |
| Northern Trust | 105.4k | 0.03% | $1.1M | added +1.3% | 2022 Q1 |
| Gabelli & CO Investment Advisers, INC. | 103.3k | 0.03% | $1.1M | unchanged | 2023 Q2 |
| TD Asset Management INC | 100.2k | 0.03% | $1.1M | added +14% | 2025 Q3 |
| Two Sigma | 91.6k | 0.03% | $966k | trimmed -1.2% | 2023 Q4 |
| D. E. Shaw | 86.6k | 0.03% | $913k | added +7.7% | 2023 Q4 |
| Swiss National Bank | 79.3k | 0.02% | $836k | unchanged | 2022 Q2 |
| Trexquant Investment LP | 64.7k | 0.02% | $683k | trimmed -43.8% | 2024 Q2 |
| Bristlecone Value Partners, LLC | 60.1k | 0.02% | $634k | added +3.7% | 2025 Q4 |
| 17 Capital Partners, LLC | 54.8k | 0.02% | $577k | unchanged | 2023 Q4 |
| Vident Advisory, LLC | 54.3k | 0.02% | $572k | trimmed -1.2% | 2023 Q3 |
| Millennium Management | 52.6k | 0.01% | $555k | added +100.3% | 2022 Q2 |
| CPP Investment Board | 50.9k | 0.01% | $537k | added +87.8% | 2025 Q4 |
| E. Ohman J:or Asset Management AB | 45.6k | 0.01% | $481k | opened | 2026 Q1 |
| BNY Mellon | 39.7k | 0.01% | $419k | added +3.1% | 2024 Q4 |
| JT Stratford LLC | 38.1k | 0.01% | $402k | opened | 2026 Q1 |
| Goldman Sachs | 33.6k | 0.01% | $354k | trimmed -40.1% | 2022 Q2 |
| California State Teachers Retirement System | 33.4k | 0.01% | $352k | unchanged | 2022 Q2 |
| Bank OF Montreal /CAN/ | 33.3k | 0.01% | $351k | opened | 2026 Q1 |
| American Century Companies INC | 30.9k | <0.01% | $326k | opened | 2026 Q1 |
| Royal Bank OF Canada | 27.6k | <0.01% | $291k | trimmed -1% | 2021 Q4 |
| Meixler Investment Management, LTD. | 26.3k | <0.01% | $277k | trimmed -9.8% | 2023 Q3 |
Largest 50 of 109 shown; the full ranked, searchable register is at boothcheck.com/holders/HGTY. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.