Hingham Institution for Savings
Long book
$113.2M
Q1 2026
Positions
15
Top-10 weight
95%
concentration
Last quarter
+17.8%
SPY +14.8%
Turnover
31%
of book per quarter
Strategy in plain words
auto-generated from filingsHingham Institution for Savings is a concentrated fundamental stock-picker, running a $113.2M US long book across 15 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ALPHABET INC-CL A, BERKSHIRE HATHAWAY INC-CL B, VISA INC-CLASS A SHARES, CHAIN BRIDGE BANCORP INC-A, MASTERCARD INC - A.
We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-8.7%
Q1 2026
+17.8%
Sector allocation
Financials 34%
Services media 32%
Technology 31%
Industrials 3%
Long book by quarter
What does Hingham Institution own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 119.5K | $34.3M | 30.4% | -19.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 41.5K | $19.9M | 17.6% | Held |
| V VISA INC-CLASS A SHARES | Services media | 65.2K | $19.7M | 17.4% | +10.1% |
| CBNA CHAIN BRIDGE BANCORP INC-A | Financials | 308.6K | $10.8M | 9.5% | +5.1% |
| MA MASTERCARD INC - A | Services media | 18.1K | $9.0M | 8.0% | +7.1% |
| SPGI S&P GLOBAL INC | Services media | 12.0K | $5.1M | 4.5% | +26.3% |
| HEI/A HEICO CORP-CLASS A | Industrials | 16.5K | $3.5M | 3.1% | +50.0% |
| RLI RLI CORP | Financials | 35.0K | $2.0M | 1.8% | +16.7% |
| MCO MOODY'S CORP | Services media | 4.5K | $2.0M | 1.7% | +80.0% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 1.3% | Held |
| KNSL KINSALE CAPITAL GROUP INC | Financials | 4.0K | $1.4M | 1.2% | New |
| IGIC INTERNATIONAL GENERAL INSURA | Financials | 55.4K | $1.3M | 1.2% | New |
| PGR PROGRESSIVE CORP | Financials | 6.5K | $1.3M | 1.1% | Held |
| APH AMPHENOL CORP-CL A | Technology | 7.0K | $884K | 0.8% | New |
| CBNK CAPITAL BANCORP INC/MD | Financials | 19.5K | $580K | 0.5% | New |
13F filing history
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