Smart Money Radar / Tickers / HGTY

HGTY Insurance

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
32
of 116 total, index funds excluded
This quarter
+3
10 out
Conviction
7 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2021Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $955M held
FundValueNote
STATE FARM MUTUAL AUTOMOBIL… $545M
NEUBERGER BERMAN GROUP LLC $92M
Polar Capital Holdings Plc $63M
T. Rowe Price Investment Ma… $59M
Tom Gayner $33M famous whale
Greenhaven Road Investment … $25M
VANGUARD CAPITAL MANAGEMENT… $20M
Pembroke Management, LTD $18M
VANGUARD PORTFOLIO MANAGEME… $17M
Lincoln Capital LLC $10M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.