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Disclosery

MORGAN STANLEY: HGTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on HGTY, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 307,146 HGTY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 307,146 shares
    Change vs previous 13F +9,994 shares

    <0.01% of the 13F portfolio, value $3,661,181.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 297,152 shares
    Change vs previous 13F -35,667 shares

    <0.01% of the 13F portfolio, value $3,129,012.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 332,819 shares
    Change vs previous 13F +101,552 shares

    <0.01% of the 13F portfolio, value $4,473,086.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 231,267 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,784,455.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).