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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — HGTY
Institutional Holdings
Insider Transactions
US Institutional Ownership
26.6%
Institution
Shares
Value
Ownership %
Change
Filing Date
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
51.80M
$617.0M
14.94%
--
2026-06-30
NEUBERGER BERMAN GROUP LLC
9.53M
$113.0M
2.75%
+807.1K
2026-06-30
T. Rowe Price Investment Management, Inc.
6.09M
$72.0M
1.76%
+448.5K
2026-06-30
Polar Capital Holdings Plc
6.00M
$71.0M
1.73%
--
2026-06-30
Markel Group Inc.
3.11M
$35.0M
0.90%
--
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
1.93M
$22.0M
0.56%
+60.9K
2026-06-30
Greenhaven Road Investment Management, L.P.
1.87M
$22.0M
0.54%
-504.5K
2026-06-30
Pembroke Management, LTD
1.70M
$20.0M
0.49%
-35.1K
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC
1.65M
$19.0M
0.48%
+19.4K
2026-06-30
Lincoln Capital LLC
973.7K
$11.0M
0.28%
+23.0K
2026-06-30
BlackRock, Inc.
718.5K
$8.0M
0.21%
+28.4K
2026-06-30
ROYCE & ASSOCIATES LP
525.0K
$6.0M
0.15%
--
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
446.9K
$5.0M
0.13%
+28.1K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
374.6K
$4.0M
0.11%
+103.3K
2026-06-30
FIRST TRUST ADVISORS LP
335.9K
$4.0M
0.10%
--
2026-06-30
SCHOLTZ & COMPANY, LLC
308.4K
$3.0M
0.09%
-17.1K
2026-06-30
MORGAN STANLEY
307.1K
$3.0M
0.09%
+10.0K
2026-06-30
Gillson Capital LP
276.9K
$3.0M
0.08%
+74.9K
2026-06-30
STATE STREET CORP
264.4K
$3.0M
0.08%
+30.6K
2026-06-30
VANGUARD FIDUCIARY TRUST CO
238.9K
$2.0M
0.07%
+4.1K
2026-06-30
BROWN ADVISORY INC
218.0K
$2.0M
0.06%
+109.0K
2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
213.9K
$2.0M
0.06%
-3.6K
2026-06-30
Sixth Street Partners Management Company, L.P.
213.9K
$2.0M
0.06%
--
2026-06-30
Woodline Partners LP
212.9K
$2.0M
0.06%
-47.6K
2026-06-30
UBS Group AG
205.6K
$2.0M
0.06%
-140.4K
2026-06-30
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