PALISADE CAPITAL MANAGEMENT, LP

Position in HGTY — Hagerty, Inc.

CIK 1009006 FORT LEE, NJ

Position in HGTY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,164,997

+$408,715 QoQ

Shares Held

110,636

+96.6% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

PALISADE CAPITAL MANAGEMENT, LP holds $39,826,913 across 4 Insurance - Property & Casualty names. HGTY ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RLI	Rli Corp	406,829	$23,205,526
2	HMN	Horace Mann Educators Corp /De/	296,035	$12,634,773
3	THG	Hanover Insurance Group, Inc.	16,277	$2,821,617
4	HGTY	Hagerty, Inc. This page	110,636	$1,164,997

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.