PALISADE CAPITAL MANAGEMENT, LP

Position in HGTY — Hagerty, Inc.

CIK 1009006 FORT LEE, NJ

Position in HGTY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,414,391

+$249,394 QoQ

Shares Held

118,657

+7.2% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#31

of 127 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PALISADE CAPITAL MANAGEMENT, LP holds $25,127,723 across 4 Insurance - Property & Casualty names. HGTY ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RLI	Rli Corp	231,092	$13,650,604
2	HMN	Horace Mann Educators Corp /De/	141,314	$7,298,868
3	THG	Hanover Insurance Group, Inc.	12,908	$2,763,860
4	HGTY	Hagerty, Inc. This page	118,657	$1,414,391

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,414,391	118,657	+7.2%	Shares	Sole	2026-08-14
2026-03-31	$1,164,997	110,636	+96.6%	Shares	Sole	2026-05-15
2025-12-31	$756,282	56,271	-9.3%	Shares	Sole	2026-02-17
2025-09-30	$747,238	62,063	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.