AI Holders Summary · Q2 2026

133 institutions reported HGTY in Q2 2026. STATE FARM MUTUAL AUTOMOBILE INSURANCE CO leads at 58.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

CIK 0000315032

$617M51.8M0.42%Q2 2026 02

Neuberger Berman Group LLC

CIK 0001465109

$114M9.5M0.08%Q2 2026 03

Polar Capital Holdings Plc

CIK 0001837309

$72M6.0M0.17%Q2 2026 04

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$59M5.6M0.04%Q1 2026 05

Pembroke Management, LTD

CIK 0001063497

$41M3.4M2.88%Q2 2026 06

MARKEL GROUP INC.

CIK 0001096343

$36M3.1M0.27%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$23M1.9M0.00%Q2 2026 08

Greenhaven Road Investment Management, L.P.

CIK 0001741129

$22M1.9M14.44%Q2 2026 09

Vanguard Portfolio Management

CIK 0002100121· Index

$20M1.7M0.00%Q2 2026 10

Lincoln Capital LLC

CIK 0001633862

$12M974K2.07%Q2 2026 11

BlackRock, Inc.

CIK 0002012383

$9M718K0.00%Q2 2026 12

ROYCE & ASSOCIATES LP

CIK 0000906304

$6M525K0.05%Q2 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M447K0.00%Q2 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$4M375K0.00%Q2 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$4M336K0.00%Q2 2026 16

SCHOLTZ & COMPANY, LLC

CIK 0001606134

$4M308K1.84%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$4M307K0.00%Q2 2026 18

STATE STREET CORP

CIK 0000093751

$3M264K0.00%Q2 2026 19

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$3M239K0.00%Q2 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$3M214K0.00%Q2 2026

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