13F institutional ownership facts

Institutions tracked

24

Reported value

$60,433,970.00

Reported shares

5,166,437

Latest filing period

Q2 2026

Top institutional holders

  1. Neuberger Berman · $113,579,779 · 0.08%
  2. Mike Hankin - Brown Advisory INC · $2,598,560 · <0.01%%
  3. Renaissance Technologies · $873,355 · <0.01%%
  4. Two Sigma Investments · $853,591 · <0.01%%
  5. UBS Group · $2,450,644 · <0.01%%
  6. David E. Shaw - D.E. Shaw & Co. · $573,698 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$HGTY

Institutional Holdings

24

Top Institutions

Top Institutions

1

Neuberger Berman

9,528,505 shares

0.08%

% of Portfolio

2

Mike Hankin - Brown Advisory INC

218,000 shares

NaN%

% of Portfolio

3

Renaissance Technologies

73,268 shares

NaN%

% of Portfolio

4

Two Sigma Investments

71,610 shares

NaN%

% of Portfolio

5

UBS Group

205,591 shares

NaN%

% of Portfolio

6

David E. Shaw - D.E. Shaw & Co.

48,129 shares

NaN%

% of Portfolio

7

Charles Schwab

213,947 shares

NaN%

% of Portfolio

8

Geode Capital Management

446,889 shares

NaN%

% of Portfolio

9

Ken Griffin - Citadel Advisors

32,337 shares

NaN%

% of Portfolio

10

WCM Investment Management

10,023 shares

NaN%

% of Portfolio

11

Morgan Stanley

307,146 shares

NaN%

% of Portfolio

12

Northern Trust Corp

109,722 shares

NaN%

% of Portfolio

13

Cliff Asness - AQR Capital Management

36,414 shares

NaN%

% of Portfolio

14

Canada Pension Plan Investment Board

22,400 shares

NaN%

% of Portfolio

15

Larry Fink - BlackRock

718,484 shares

NaN%

% of Portfolio

16

Israel Englander - Millennium Management

14,182 shares

NaN%

% of Portfolio

17

State Street Corp

264,359 shares

NaN%

% of Portfolio

18

David Solomon - Goldman Sachs

51,909 shares

NaN%

% of Portfolio

19

Legal & General

25,520 shares

NaN%

% of Portfolio

20

BNP Paribas

238 shares

NaN%

% of Portfolio

21

Jamie Dimon - JPMorgan Chase

740 shares

NaN%

% of Portfolio

22

Tom Gayner - Markel Group

3,108,000 shares

0.27%

% of Portfolio

23

Chuck Royce - Royce & Associates

525,000 shares

0.05%

% of Portfolio

24

Scott Miller - Greenhaven Road Investment Management

1,865,430 shares

14.44%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

41%

LARGE

22%

MEDIUM

23%

SMALL

14%

Geographic Distribution

North America
71%
Europe
17%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

46

Sellers

17

Holders

88

New

12

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

9

Insider Sellers

17

Purchase Value

$28.5M

Role Distribution

CEO
26%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

66

B-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
71
Recent Activity
62
Concentration
73
Momentum
69
Stability
88

Recent Actions

New

11

Increased

27

Decreased

11

Exited

6

Total

50

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