Hingham Institution for Savings
CIK 0002044671
Annualised vol
14.227545%
Beta
0.637008
HHI
1549.596098
Top-10 weight
94.281849%
VaR 95%
1.35589%
VaR 99%
2.500291%
Max drawdown
23.185372%
Matched value
73.124025%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| GOOGL | REDUCED | 105,950 | 119,450 | -11.3% | 37,863,352 |
| V | ADDED | 66,150 | 65,150 | 1.53% | 22,695,404 |
| CBNA | ADDED | 334,137 | 308,612 | 8.27% | 14,050,461 |
| MA | ADDED | 19,100 | 18,100 | 5.52% | 9,809,760 |
| HEI | ADDED | 26,500 | 16,500 | 60.61% | 6,834,615 |
| SPGI | UNCHANGED | 12,000 | 12,000 | 0.0% | 4,887,120 |
| RLI | UNCHANGED | 35,000 | 35,000 | 0.0% | 2,067,450 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL A | 02079K305 | 37,863,352 | 28.19 | 105950.0 |
| V | ADDED | VISA INC | COM CL A | 92826C839 | 22,695,404 | 16.9 | 66150.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 20,741,166 | 15.44 | 41450.0 | |
| CBNA | ADDED | CHAIN BRIDGE BANCORP INC | CL A | 15746L100 | 14,050,461 | 10.46 | 334137.0 |
| MA | ADDED | MASTERCARD INCORPORATED | CL A | 57636Q104 | 9,809,760 | 7.3 | 19100.0 |
| HEI | ADDED | HEICO CORP NEW | CL A | 422806208 | 6,834,615 | 5.09 | 26500.0 |
| - | PROGRESSIVE CORP | COM | 743315103 | 5,570,475 | 4.15 | 25500.0 | |
| SPGI | UNCHANGED | S&P GLOBAL INC | COM | 78409V104 | 4,887,120 | 3.64 | 12000.0 |
| - | INTL GNRL INSURANCE HLDNGS L | SHS | G4809J106 | 2,104,068 | 1.57 | 80400.0 | |
| RLI | UNCHANGED | RLI CORP | COM | 749607107 | 2,067,450 | 1.54 | 35000.0 |
| - | MOODYS CORP | COM | 615369105 | 2,038,140 | 1.52 | 4500.0 | |
| - | NORTHEAST BK PORTLAND ME | COM | 66405S100 | 1,590,360 | 1.18 | 12000.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,497,700 | 1.12 | 2.0 | |
| - | KINSALE CAP GROUP INC | COM | 49714P108 | 1,319,240 | 0.98 | 4000.0 | |
| - | AMPHENOL CORP | CL A | 032095101 | 1,234,240 | 0.92 | 7000.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-21 | 134,303,551 | 15 | 14.227545 | 0.637008 | 23.185372 |
| 2026-03-31 | 2026-04-15 | 113,161,857 | 15 | 14.835347 | 0.664905 | 23.617762 |
| 2025-12-31 | 2026-01-30 | 122,045,244 | 12 | 16.58799 | 0.736842 | 25.114935 |