Position in HGTY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$105,542
-$29,167 QoQ
Shares Held
10,023
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $61,390,944 across 8 Insurance - Property & Casualty names. HGTY ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
93,010 | $30,314,748 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
5,995 | $13,170,775 | |
| 3 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
206,443 | $9,017,430 | |
| 4 | STC |
Stewart Information Services Corp
|
101,466 | $6,248,276 | |
| 5 | RLI |
Rli Corp
|
29,262 | $1,669,104 | |
| 6 | MKL |
Markel Group Inc.
|
322 | $616,330 | |
| 7 | AIZ |
Assurant, Inc.
|
1,142 | $248,739 | |
| 8 | HGTY |
Hagerty, Inc.
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|
10,023 | $105,542 |
All Filings in HGTY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,542 | 10,023 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $134,709 | 10,023 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||