Pembroke Management, Ltd
· Reduced
Change
−489K
Date
Q1 2026
HG
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Pembroke Management, Ltd
· Reduced
Change
−489K
Date
Q1 2026
|
Pembroke Management, Ltd | Reduced· Q1 2026 | – | −489K | – | Q1 2026 | |||||
|
Greenhaven Road Investment Management, L.P.
· Reduced
Change
−247K
Date
Q1 2026
|
Greenhaven Road Investment Management, L.P. | Reduced· Q1 2026 | – | −247K | – | Q1 2026 | |||||
|
Two Sigma Advisers, LP
· Exited
Change
−79K
Δ Own
−100.0%
Date
Q1 2026
|
Two Sigma Advisers, LP | Exited· Q1 2026 | – | −79K | −100.0% | Q1 2026 | |||||
|
Confluence Investment Management LLC
· Reduced
Change
−56K
Date
Q1 2026
|
Confluence Investment Management LLC | Reduced· Q1 2026 | – | −56K | – | Q1 2026 | |||||
|
Trexquant Investment LP
· Reduced
Change
−51K
Date
Q1 2026
|
Trexquant Investment LP | Reduced· Q1 2026 | – | −51K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
Change
−36K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −36K | – | Q1 2026 | |||||
|
Connor, Clark & Lunn Investment Management Ltd.
· Reduced
Change
−30K
Date
Q1 2026
|
Connor, Clark & Lunn Investment Management Ltd. | Reduced· Q1 2026 | – | −30K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· Exited
Change
−30K
Δ Own
−100.0%
Date
Q1 2026
|
Jane Street Group, LLC | Exited· Q1 2026 | – | −30K | −100.0% | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
Change
−26K
Δ Own
−67.1%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | – | −26K | −67.1% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
Change
−22K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | – | −22K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Reduced
Change
−18K
Date
Q1 2026
|
JPMorgan Chase & Co | Reduced· Q1 2026 | – | −18K | – | Q1 2026 | |||||
|
Pharvision Advisers, LLC
· Exited
Change
−15K
Δ Own
−100.0%
Date
Q1 2026
|
Pharvision Advisers, LLC | Exited· Q1 2026 | – | −15K | −100.0% | Q1 2026 | |||||
|
Meadowbrook Investment Advisors LLC
· Exited
Change
−15K
Δ Own
−100.0%
Date
Q1 2026
|
Meadowbrook Investment Advisors LLC | Exited· Q1 2026 | – | −15K | −100.0% | Q1 2026 | |||||
|
Kingsview Wealth Management, LLC
· Exited
Change
−13K
Δ Own
−100.0%
Date
Q1 2026
|
Kingsview Wealth Management, LLC | Exited· Q1 2026 | – | −13K | −100.0% | Q1 2026 | |||||
|
Occudo Quantitative Strategies LP
· Exited
Change
−13K
Δ Own
−100.0%
Date
Q1 2026
|
Occudo Quantitative Strategies LP | Exited· Q1 2026 | – | −13K | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Delaney Kevin M.
· Officer
Sell
−$38K
|
Delaney Kevin M. | Officer | Sell | $12.25 | −3K | −$38K | 84K | −3.6% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Briglia Jeffrey Edward
· Officer
Tax withholding or exercise payment (F)
-$59K
|
Briglia Jeffrey Edward | Officer | Tax withholding or exercise payment (F) | $12.06 | -5K | -$59K | 157K | −3.0% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Bjornstad Henrik Waersted
· Director
Grant (A)
10K
|
Bjornstad Henrik Waersted | Director | Grant (A) | – | 10K | – | 10K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Delaney Kevin M.
· Officer
Sell
−$114K
|
Delaney Kevin M. | Officer | Sell | $12.10 | −9K | −$114K | 90K | −9.5% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Delaney Kevin M.
· Officer
Tax withholding or exercise payment (F)
-$30K
|
Delaney Kevin M. | Officer | Tax withholding or exercise payment (F) | $12.06 | -3K | -$30K | 87K | −2.8% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Delaney Kevin M.
· Officer
Sell
−$11K
|
Delaney Kevin M. | Officer | Sell | $12.01 | −905 | −$11K | 99K | −0.9% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Kuczinski Anthony J.
· Director
Buy
+$99K
|
Kuczinski Anthony J. | Director | Buy | $10.46 | +10K | +$99K | 69K | – | May 15, 2026 | May 19, 2026 | |||||||||
|
Harris Laurie
· Director
Sell
−$61K
|
Harris Laurie | Director | Sell | $11.01 | −6K | −$61K | 37K | – | Apr 7, 2026 | Apr 8, 2026 | |||||||||
|
McClymont Patrick
· CFO
Grant (A)
$10K
|
McClymont Patrick | CFO | Grant (A) | $10.13 | 962 | $10K | 337K | – | Apr 2, 2026 | Apr 3, 2026 | |||||||||
|
Chafey Diana
· Officer
Grant (A)
$12K
|
Chafey Diana | Officer | Grant (A) | $10.13 | 1K | $12K | 77K | – | Apr 2, 2026 | Apr 3, 2026 | |||||||||
|
Kay Sabrina
· Director
Grant (A)
12K
|
Kay Sabrina | Director | Grant (A) | – | 12K | – | 54K | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Harbert Randall Houston
· Director
Grant (A)
12K
|
Harbert Randall Houston | Director | Grant (A) | – | 12K | – | 46K | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Kauffman Robert I.
· Director
Grant (A)
12K
|
Kauffman Robert I. | Director | Grant (A) | – | 12K | – | 79K | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Swanson William H.
· Director
Grant (A)
12K
|
Swanson William H. | Director | Grant (A) | – | 12K | – | 54K | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Kuczinski Anthony J.
· Director
Grant (A)
12K
|
Kuczinski Anthony J. | Director | Grant (A) | – | 12K | – | 59K | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
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99 reporting institutions disclosed HGTY position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.