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NEUBERGER BERMAN GROUP LLC: HGTY position timeline

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

NEUBERGER BERMAN GROUP LLC held 9,528,505 HGTY shares at 2026-06-30 per its 13F-HR filed 2026-08-13, and reported 11,276,836 shares, 11.1%, in a 13G/A filed 2026-10-06.

Estimated current stake: 11,276,836 shares, 11.1% of the class

Estimated from 13G/A of 2026-10-06. As of 2026-09-30, 13G/A 0001465109-26-000080.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

A reporting person excludes certain shares, so the figure may be low.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G/A 11,276,836 shares
    Share basis changed not comparable

    11.1% of the class. Different basis (group aggregate from 13G/A).

    13G/A 0001465109-26-000080 filed by Neuberger Berman Group LLC
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

    A reporting person excludes certain shares, so the figure may be low.

  2. period ended2026-06-30
    13F 9,528,505 shares
    Change vs previous 13F +807,137 shares

    0.08% of the 13F portfolio, value $113,579,779.

    13F-HR 0001465109-26-000068 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,721,368 shares
    Change vs previous 13F +451,748 shares

    0.07% of the 13F portfolio, value $91,836,005.

    13F-HR 0001465109-26-000030 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,269,620 shares
    Change vs previous 13F +221,834 shares

    0.08% of the 13F portfolio, value $111,143,692.

    13F-HR 0001465109-26-000010 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,047,786 shares
    Change vs previous 13F +2,490,359 shares

    0.07% of the 13F portfolio, value $96,895,343.

    13F-HR 0001465109-25-000020 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 5,557,427 shares
    Change vs previous 13F +88,634 shares

    0.04% of the 13F portfolio, value $56,185,587.

    13F-HR/A 0001415889-25-022914 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,468,793 shares
    Change vs previous 13F +743,597 shares

    0.04% of the 13F portfolio, value $49,437,889.

    13F-HR 0001415889-25-012711 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,725,196 shares
    Change vs previous 13F +483,324 shares

    0.04% of the 13F portfolio, value $45,598,141.

    13F-HR 0001415889-25-003860 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  9. period ended2024-09-30
    13F 4,241,872 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $43,139,838.

    13F-HR 0001415889-24-026827 filed by NEUBERGER BERMAN GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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