CONFLUENCE INVESTMENT MANAGEMENT LLC
Holdings in HGTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,646,603 | 196,920 | Shares | Sole | 2026-01-05 |
| 2025-09-30 | $3,040,520 | 252,535 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $2,829,980 | 279,919 | Shares | Sole | 2025-07-01 |
| 2025-03-31 | $2,859,974 | 316,369 | Shares | Sole | 2025-04-01 |
| 2024-12-31 | $3,253,014 | 337,100 | Shares | Sole | 2025-01-02 |
| 2024-09-30 | $3,579,128 | 351,930 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $3,774,534 | 362,936 | Shares | Sole | 2024-07-01 |
| 2024-03-31 | $3,472,890 | 379,551 | Shares | Sole | 2024-04-01 |
| 2023-12-31 | $3,189,170 | 408,868 | Shares | Sole | 2024-11-05 |
| 2023-09-30 | $3,650,666 | 446,838 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $4,453,431 | 475,794 | Shares | Sole | 2023-07-03 |
| 2023-03-31 | $4,426,180 | 506,428 | Shares | Sole | 2023-04-04 |
| 2022-12-31 | $4,263,558 | 506,963 | Shares | Sole | 2023-01-04 |