HGTY — Institutional owners (13F)

136 filers · $1.1B total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO $617,456,000 51,800,000 57.73% Shares
NEUBERGER BERMAN GROUP LLC $113,579,779 9,528,505 10.62% Shares
Polar Capital Holdings Plc $71,520,000 6,000,000 6.69% Shares
VANGUARD GROUP INC $45,907,573 3,415,742 4.29% Shares
Markel Group Inc. $35,897,400 3,108,000 3.36% Shares
VANGUARD CAPITAL MANAGEMENT LLC $22,987,625 1,928,492 2.15% Shares
Greenhaven Road Investment Management, L.P. $22,235,926 1,865,430 2.08% Shares
Pembroke Management, LTD $20,298,878 1,702,926 1.90% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $19,671,922 1,650,329 1.84% Shares
Lincoln Capital LLC $11,605,924 973,651 1.09% Shares
BlackRock, Inc. $8,564,330 718,484 0.80% Shares
ROYCE & ASSOCIATES LP $6,258,000 525,000 0.59% Shares
GEODE CAPITAL MANAGEMENT, LLC $5,329,655 446,889 0.50% Shares
DIMENSIONAL FUND ADVISORS LP $4,465,002 374,615 0.42% Shares
FIRST TRUST ADVISORS LP $4,003,355 335,852 0.37% Shares
SCHOLTZ & COMPANY, LLC $3,676,188 308,405 0.34% Shares
MORGAN STANLEY $3,661,181 307,146 0.34% Shares
STATE STREET CORP $3,151,159 264,359 0.29% Shares
VANGUARD FIDUCIARY TRUST CO $2,847,462 238,881 0.27% Shares
BROWN ADVISORY INC $2,598,560 218,000 0.24% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,550,248 213,947 0.24% Shares
Woodline Partners LP $2,537,983 212,918 0.24% Shares
UBS Group AG $2,450,644 205,591 0.23% Shares
Garner Asset Management Corp $2,060,074 172,825 0.19% Shares
OXFORD FINANCIAL GROUP, LTD. LLC $2,026,400 170,000 0.19% Shares
LPL Financial LLC $1,817,812 152,501 0.17% Shares
National Philanthropic Trust $1,788,000 150,000 0.17% Shares
RAYMOND JAMES FINANCIAL INC $1,624,875 136,315 0.15% Shares
PALISADE CAPITAL MANAGEMENT, LP $1,414,388 118,657 0.13% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $1,369,635 101,756 0.13% Shares
NORTHERN TRUST CORP $1,307,886 109,722 0.12% Shares
GABELLI & Co INVESTMENT ADVISERS, INC. $1,231,336 103,300 0.12% Shares
TD Asset Management Inc $1,194,193 100,184 0.11% Shares
OPPENHEIMER & CO INC $1,065,851 89,417 0.10% Shares
TWO SIGMA ADVISERS, LP $1,064,448 79,200 0.10% Shares
Swiss National Bank $966,235 81,060 0.09% Shares
RENAISSANCE TECHNOLOGIES LLC $873,355 73,268 0.08% Shares
TWO SIGMA INVESTMENTS, LP $853,591 71,610 0.08% Shares
Connor, Clark & Lunn Investment Management Ltd. $823,994 69,127 0.08% Shares
Bristlecone Value Partners, LLC $716,308 60,093 0.07% Shares
17 CAPITAL PARTNERS, LLC $652,799 54,765 0.06% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $651,571 54,662 0.06% Shares
GOLDMAN SACHS GROUP INC $618,755 51,909 0.06% Shares
Trexquant Investment LP $609,851 51,162 0.06% Shares
D. E. Shaw & Co., Inc. $573,698 48,129 0.05% Shares
AMERICAN CENTURY COMPANIES INC $552,671 46,365 0.05% Shares
BANK OF MONTREAL /CAN/ $552,277 46,332 0.05% Shares
Vident Advisory, LLC $510,355 42,815 0.05% Shares
E. Ohman J:or Asset Management AB $480,558 45,637 0.04% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $476,124 45,216 0.04% Shares
Bank of New York Mellon Corp $464,928 39,004 0.04% Shares
Schonfeld Strategic Advisors LLC $447,739 37,562 0.04% Shares
AQR CAPITAL MANAGEMENT LLC $434,054 36,414 0.04% Shares
CITADEL ADVISORS LLC $385,457 32,337 0.04% Shares
VANGUARD ASSET MANAGEMENT, Ltd $364,013 30,538 0.03% Shares
ROYAL BANK OF CANADA $329,000 27,562 0.03% Shares
Dockside LLC $309,503 25,965 0.03% Shares
BARCLAYS PLC $305,319 25,614 0.03% Shares
Meixler Investment Management, Ltd. $304,258 25,525 0.03% Shares
Legal & General Group Plc $304,198 25,520 0.03% Shares
Corton Capital Inc. $290,850 24,157 0.03% Shares
BANK OF AMERICA CORP /DE/ $286,319 24,020 0.03% Shares
CANADA PENSION PLAN INVESTMENT BOARD $267,008 22,400 0.02% Shares
CITADEL ADVISORS LLC $262,240 22,000 0.02% Call option
HSBC HOLDINGS PLC $257,756 21,642 0.02% Shares
Painted Porch Advisors LLC $222,165 18,638 0.02% Shares
CITADEL ADVISORS LLC $209,792 17,600 0.02% Put option
KLP KAPITALFORVALTNING AS $201,448 16,900 0.02% Shares
XTX Topco Ltd $191,197 16,040 0.02% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $183,115 15,362 0.02% Shares
Vanguard Global Advisers, LLC $181,971 15,266 0.02% Shares
Waverly Advisors, LLC $179,336 15,045 0.02% Shares
Sequoia Financial Advisors, LLC $169,825 14,247 0.02% Shares
MILLENNIUM MANAGEMENT LLC $169,049 14,182 0.02% Shares
Steward Partners Investment Advisory, LLC $160,133 13,434 0.01% Shares
Vanguard Investments Australia, Ltd. $158,262 13,277 0.01% Shares
JANUS HENDERSON GROUP PLC $157,319 14,933 0.01% Shares
R Squared Ltd $150,609 12,635 0.01% Shares
VICTORY CAPITAL MANAGEMENT INC $134,934 11,320 0.01% Shares
ARIZONA STATE RETIREMENT SYSTEM $132,968 11,155 0.01% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $129,260 10,844 0.01% Shares
JANE STREET GROUP, LLC $126,352 10,600 0.01% Call option
WCM INVESTMENT MANAGEMENT, LLC $117,870 10,023 0.01% Shares
CAZ INVESTMENTS LP $89,400 7,500 0.01% Shares
T. Rowe Price Investment Management, Inc. $72,581 6,088,981 0.01% Shares
IFP Advisors, Inc $36,416 3,055 0.00% Shares
MRP Capital Investments, LLC $35,760 3,000 0.00% Shares
Ancora Advisors LLC $28,095 2,357 0.00% Shares
SIMPLEX TRADING, LLC $24,543 2,059 0.00% Shares
WELLS FARGO & COMPANY/MN $19,215 1,612 0.00% Shares
DEUTSCHE BANK AG\ $18,726 1,571 0.00% Shares
Center for Financial Planning, Inc. $17,916 1,503 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $17,581 1,495 0.00% Shares
CITIGROUP INC $17,534 1,471 0.00% Shares
EverSource Wealth Advisors, LLC $17,451 1,464 0.00% Shares
TRUST CO OF VERMONT $15,496 1,300 0.00% Shares
Geneos Wealth Management Inc. $11,920 1,000 0.00% Shares
FMR LLC $9,989 838 0.00% Shares
JPMORGAN CHASE & CO $8,702 740 0.00% Shares
Rockefeller Capital Management L.P. $8,582 720 0.00% Shares
OSAIC HOLDINGS, INC. $6,603 554 0.00% Shares
Farther Finance Advisors, LLC $6,043 507 0.00% Shares
Arax Advisory Partners $5,257 441 0.00% Shares
Tower Research Capital LLC (TRC) $4,768 400 0.00% Shares
Essential Partners LLC $4,077 342 0.00% Shares
CWM, LLC $3,317 315 0.00% Shares
Gillson Capital LP $3,301 276,949 0.00% Shares
BNP PARIBAS FINANCIAL MARKETS $2,837 238 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,301 193 0.00% Shares
Bare Financial Services, Inc $1,788 150 0.00% Shares
Atlantic Union Bankshares Corp $1,788 150 0.00% Shares
Parallel Advisors, LLC $1,573 132 0.00% Shares
SJS Investment Consulting Inc. $1,443 121 0.00% Shares
Sandy Spring Bank $1,356 150 0.00% Shares
Allworth Financial LP $1,216 102 0.00% Shares
SIGNATUREFD, LLC $1,144 96 0.00% Shares
Quarry LP $918 77 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $847 72 0.00% Shares
CVA Family Office, LLC $668 56 0.00% Shares
Rialto Wealth Management, LLC $668 56 0.00% Shares
GAMMA Investing LLC $370 31 0.00% Shares
Keating Financial Advisory Services, Inc. $310 26 0.00% Shares
Parkworth Wealth Management, Inc. $303 30 0.00% Shares
Fortitude Family Office, LLC $286 24 0.00% Shares
Clearstead Advisors, LLC $156 13 0.00% Shares
Creative Capital Management Investments LLC $143 12 0.00% Shares
JFS WEALTH ADVISORS, LLC $95 9 0.00% Shares
HFM Investment Advisors, LLC $72 6 0.00% Shares
LRI Investments, LLC $36 3 0.00% Shares
Bay Harbor Wealth Management, LLC $36 3 0.00% Shares
DecisionPoint Financial, LLC $25 2 0.00% Shares
ROTHSCHILD INVESTMENT LLC $24 2 0.00% Shares
GW&K Investment Management, LLC $12 1,025 0.00% Shares
Covestor Ltd $11 881 0.00% Shares
Navigoe, LLC $0 3 0.00% Shares
Hemington Wealth Management $0 28 0.00% Shares