13F institutional ownership facts

Institutions tracked

26

Reported value

$61,219,124.00

Reported shares

5,813,782

Latest filing period

Q1 2026

Top institutional holders

  1. Neuberger Berman · $91,836,005 · 0.07%
  2. Renaissance Technologies · $1,660,244 · <0.01%%
  3. Mike Hankin - Brown Advisory INC · $1,147,770 · <0.01%%
  4. Two Sigma Investments · $964,358 · <0.01%%
  5. David E. Shaw - D.E. Shaw & Co. · $911,414 · <0.01%%
  6. UBS Group · $3,642,938 · <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

26

Top Institutions

Top Institutions

1

Neuberger Berman

8,721,368 shares

0.07%

% of Portfolio

2

Renaissance Technologies

157,668 shares

NaN%

% of Portfolio

3

Mike Hankin - Brown Advisory INC

109,000 shares

NaN%

% of Portfolio

4

Two Sigma Investments

91,582 shares

NaN%

% of Portfolio

5

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

86,554 shares

NaN%

% of Portfolio

6

UBS Group

345,958 shares

NaN%

% of Portfolio

7

Israel Englander - Millennium Management

52,608 shares

NaN%

% of Portfolio

8

Charles Schwab

217,522 shares

NaN%

% of Portfolio

9

Canada Pension Plan Investment Board

50,900 shares

NaN%

% of Portfolio

10

Geode Capital Management

418,807 shares

NaN%

% of Portfolio

11

WCM Investment Management

10,023 shares

NaN%

% of Portfolio

12

Morgan Stanley

297,152 shares

NaN%

% of Portfolio

13

Northern Trust Corp

105,418 shares

NaN%

% of Portfolio

14

Larry Fink - BlackRock

690,093 shares

NaN%

% of Portfolio

15

Cliff Asness - AQR Capital Management

21,675 shares

NaN%

% of Portfolio

16

Ken Griffin - Citadel Advisors

12,608 shares

NaN%

% of Portfolio

17

State Street Corp

233,788 shares

NaN%

% of Portfolio

18

Janus Henderson Group

14,933 shares

NaN%

% of Portfolio

19

David Solomon - Goldman Sachs

33,567 shares

NaN%

% of Portfolio

20

Legal & General

17,964 shares

NaN%

% of Portfolio

21

BNP Paribas

257 shares

NaN%

% of Portfolio

22

Jane Street Group

0 shares

0.00%

% of Portfolio

23

Tom Gayner - Markel Group

3,108,000 shares

0.27%

% of Portfolio

24

Chuck Royce - Royce & Associates

525,000 shares

0.05%

% of Portfolio

25

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

26

Greenhaven Road Investment Management

2,369,978 shares

17.17%

% 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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