AI Holders Summary · Q1 2026

126 institutions reported HGTY in Q1 2026. STATE FARM MUTUAL AUTOMOBILE INSURANCE CO leads at 59.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

CIK 0000315032

$545M51.8M0.43%Q1 2026 02

Neuberger Berman Group LLC

CIK 0001465109

$92M8.7M0.07%Q1 2026 03

Polar Capital Holdings Plc

CIK 0001837309

$63M6.0M0.22%Q1 2026 04

T. Rowe Price Investment Management, Inc.

CIK 0001897612

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

MARKEL GROUP INC.

CIK 0001096343

$33M3.1M0.27%Q1 2026 06

Greenhaven Road Investment Management, L.P.

CIK 0001741129

$25M2.4M17.17%Q1 2026 07

Pembroke Management, LTD

CIK 0001063497

$20M1.7M3.18%Q2 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$20M1.9M0.00%Q1 2026 09

Vanguard Portfolio Management

CIK 0002100121· Index

$17M1.6M0.00%Q1 2026 10

Lincoln Capital LLC

CIK 0001633862

$12M974K2.07%Q2 2026 11

BlackRock, Inc.

CIK 0002012383

$7M690K0.00%Q1 2026 12

ROYCE & ASSOCIATES LP

CIK 0000906304

$6M525K0.05%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M419K0.00%Q1 2026 14

UBS Group AG

CIK 0001610520

$4M346K0.00%Q1 2026 15

SCHOLTZ & COMPANY, LLC

CIK 0001606134

$3M326K1.75%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$3M297K0.00%Q1 2026 17

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$3M271K0.00%Q1 2026 18

Woodline Partners LP

CIK 0001784547

$3M261K0.01%Q1 2026 19

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$2M235K0.00%Q1 2026 20

STATE STREET CORP

CIK 0000093751

$2M234K0.00%Q1 2026

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