CIK: 0002044671
Total reported value
$113.2M
Reporting period: 2026-03-31 · Number of holdings: 15
Hingham Institution for Savings disclosed 15 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $113.2M and a quarterly turnover rate of 18.4%.
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Hingham Institution for Savings's disclosed holdings carry a Herfindahl concentration index of 0.173 — mathematically equivalent to about 6 equally-sized positions, well below its 15 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.31), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Trim GOOGL
-19.8% -$12.3M
Add CBNA
+5.1% $601.5K
Add HEI-A
+50.0% $706.3K
Add MCO
+80.0% $686.0K
Add BRK-B
0.0% -$972.0K
Add SPGI
+26.3% $139.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 30.35% | -7.85% | -19.81% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 17.55% | +0.48% | — | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 17.40% | +0.40% | +10.14% | |
| 4 | CBNA | Chain Bridge Bancorp Inc-a | Stock-Other | 9.52% | +1.19% | +5.13% | |
| 5 | MA | Mastercard INC - A | Stock-Financials | 7.99% | +0.08% | +7.10% | |
| 6 | SPGI | S&p Global INC | Stock-Financials | 4.51% | +0.44% | +26.32% | |
| 7 | HEI-A | Heico Corp-class A | Stock-Other | 3.08% | +0.80% | +50.00% | |
| 8 | RLI | Rli CORP | Stock-Financials | 1.76% | +0.19% | +16.67% | |
| 9 | MCO | Moody's CORP | Stock-Financials | 1.73% | +0.68% | +80.00% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.27% | +0.03% | — | |
| 11 | KNSL | Kinsale Capital Group INC | Stock-Financials | 1.21% | +1.21% | NEW | |
| 12 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 1.19% | +1.19% | NEW | |
| 13 | PGR | Progressive CORP | Stock-Financials | 1.14% | -0.07% | — | |
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 0.78% | +0.78% | NEW | |
| 15 | CBNK | Capital Bancorp Inc/md | Stock-Other | 0.51% | +0.51% | NEW |
Performance for Q3 2026
+0.7%
Performance Last 4 Quarters
+13.8%
Based on 5 months of available history
Based on 75% of reported portfolio value with available pricing
Hingham Institution for Savings's most significant position changes for 2026-03-31: New buy: Kinsale Capital Group INC (KNSL); New buy: Intl Gnrl Insurance Hldngs L; New buy: Amphenol Corp-cl A (APH); New buy: Capital Bancorp Inc/md (CBNK); Sold out: John Marshall Bancorp INC (JMSB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CBNA | Chain Bridge Bancorp Inc-a | +1.2% | +5.13% | Add |
| 2 | HEI-A | Heico Corp-class A | +0.8% | +50.00% | Add |
| 3 | MCO | Moody's CORP | +0.7% | +80.00% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | — | Unchanged |
| 5 | SPGI | S&p Global INC | +0.4% | +26.32% | Add |
| 6 | V | Visa Inc-class A Shares | +0.4% | +10.14% | Add |
| 7 | RLI | Rli CORP | +0.2% | +16.67% | Add |
| 8 | MA | Mastercard INC - A | +0.1% | +7.10% | Add |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 10 | PGR | Progressive CORP | -0.1% | — | Unchanged |
| 11 | GOOGL | Alphabet Inc-cl A | -7.9% | -19.81% | Trim |
| 12 | KNSL | Kinsale Capital Group INC | — | NEW | New buy |
| 13 | ✓ | Intl Gnrl Insurance Hldngs L | — | NEW | New buy |
| 14 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 15 | CBNK | Capital Bancorp Inc/md | — | NEW | New buy |
| 16 | JMSB | John Marshall Bancorp INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-30 | Amendment | View on EDGAR |
| 2025-12-31 | 2026-01-29 | 13F-HR | View on EDGAR |
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